Investment Centers of America’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,408
| Closed | -$248K | – | 675 |
|
|
2016
Q4 | $248K | Buy |
4,408
+531
| +14% | +$29.9K | 0.02% | 484 |
|
|
2016
Q3 | $221K | Sell |
3,877
-395
| -9% | -$22.5K | 0.02% | 466 |
|
|
2016
Q2 | $239K | Sell |
4,272
-263
| -6% | -$14.7K | 0.03% | 414 |
|
|
2016
Q1 | $226K | Buy |
+4,535
| New | +$226K | 0.03% | 431 |
|
|
2015
Q2 | – | Sell |
-5,216
| Closed | -$202K | – | 495 |
|
|
2015
Q1 | $202K | Buy |
5,216
+23
| +0.4% | +$891 | 0.03% | 411 |
|
|
2014
Q4 | $214K | Buy |
+5,193
| New | +$214K | 0.05% | 346 |
|