Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-757
| Closed | -$39K | – | 1075 |
|
|
2018
Q1 | $39K | Hold |
757
| – | – | 0.01% | 437 |
|
|
2017
Q4 | $39K | Hold |
757
| – | – | 0.01% | 423 |
|
|
2017
Q3 | $39K | Hold |
757
| – | – | 0.01% | 389 |
|
|
2017
Q2 | $38K | Hold |
757
| – | – | 0.01% | 346 |
|
|
2017
Q1 | $41K | Hold |
757
| – | – | 0.02% | 271 |
|
|
2016
Q4 | $42K | Hold |
757
| – | – | 0.03% | 238 |
|
|
2016
Q3 | $43K | Hold |
757
| – | – | 0.02% | 262 |
|
|
2016
Q2 | $43K | Buy |
+757
| New | +$43K | 0.02% | 249 |
|