Integrated Wealth Management’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-300
| Closed | -$17K | – | 1272 |
|
|
2016
Q3 | $17K | Hold |
300
| – | – | 0.01% | 655 |
|
|
2016
Q2 | $17K | Hold |
300
| – | – | 0.01% | 637 |
|
|
2016
Q1 | $15K | Hold |
300
| – | – | 0.01% | 622 |
|
|
2015
Q4 | $13K | Hold |
300
| – | – | 0.01% | 716 |
|
|
2015
Q3 | $12K | Hold |
300
| – | – | 0.01% | 733 |
|
|
2015
Q2 | $10K | Sell |
300
-69
| -19% | -$2.3K | ﹤0.01% | 806 |
|
|
2015
Q1 | $14K | Buy |
+369
| New | +$14K | 0.01% | 694 |
|