JNBA Financial Advisors’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 |
-73
| Closed | -$4K | – | 558 |
|
|
2018
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 438 |
|
|
2017
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 427 |
|
|
2017
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 417 |
|
|
2017
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 402 |
|
|
2017
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 412 |
|
|
2016
Q4 | $4K | Sell |
73
-563
| -89% | -$30.8K | ﹤0.01% | 430 |
|
|
2016
Q3 | $36K | Buy |
+636
| New | +$36K | 0.01% | 629 |
|
|
2014
Q1 | – | Sell |
-475
| Closed | -$15K | – | 504 |
|
|
2013
Q4 | $15K | Hold |
475
| – | – | 0.01% | 285 |
|
|
2013
Q3 | $15K | Buy |
+475
| New | +$15K | 0.01% | 274 |
|