Jacobs Levy Equity 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 |
-46,260
| Closed | -$2.43M | – | 1174 |
|
|
2018
Q1 | $2.43M | Hold |
46,260
| – | – | 0.04% | 429 |
|
|
2017
Q4 | $2.44M | Sell |
46,260
-7,650
| -14% | -$404K | 0.04% | 417 |
|
|
2017
Q3 | $2.67M | Buy |
+53,910
| New | +$2.67M | 0.05% | 373 |
|
|
2014
Q4 | – | Sell |
-10,300
| Closed | -$351K | – | 1017 |
|
|
2014
Q3 | $351K | Buy |
+10,300
| New | +$351K | 0.01% | 650 |
|
|
2013
Q4 | – | Sell |
-47,950
| Closed | -$1.47M | – | 1137 |
|
|
2013
Q3 | $1.47M | Sell |
47,950
-430
| -0.9% | -$13.2K | 0.02% | 464 |
|
|
2013
Q2 | $1.55M | Buy |
+48,380
| New | +$1.55M | 0.03% | 477 |
|