WR
Jones Financial Companies’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-17,756
| Closed | -$934K | – | 218 |
|
|
2018
Q1 | $934K | Buy |
17,756
+754
| +4% | +$39.7K | ﹤0.01% | 150 |
|
|
2017
Q4 | $897K | Sell |
17,002
-895
| -5% | -$47.2K | ﹤0.01% | 152 |
|
|
2017
Q3 | $887K | Sell |
17,897
-1,391
| -7% | -$68.9K | ﹤0.01% | 152 |
|
|
2017
Q2 | $1.02M | Sell |
19,288
-1,617
| -8% | -$85.8K | ﹤0.01% | 147 |
|
|
2017
Q1 | $1.13M | Buy |
20,905
+3,336
| +19% | +$181K | ﹤0.01% | 141 |
|
|
2016
Q4 | $990K | Sell |
17,569
-903
| -5% | -$50.9K | ﹤0.01% | 147 |
|
|
2016
Q3 | $1.05M | Sell |
18,472
-1,168
| -6% | -$66.3K | ﹤0.01% | 145 |
|
|
2016
Q2 | $1.1M | Sell |
19,640
-955
| -5% | -$53.5K | ﹤0.01% | 150 |
|
|
2016
Q1 | $1.02M | Sell |
20,595
-3,505
| -15% | -$174K | 0.01% | 148 |
|
|
2015
Q4 | $1.02M | Sell |
24,100
-409
| -2% | -$17.3K | 0.01% | 152 |
|
|
2015
Q3 | $943K | Sell |
24,509
-576
| -2% | -$22.2K | 0.01% | 156 |
|
|
2015
Q2 | $858K | Sell |
25,085
-598
| -2% | -$20.5K | 0.01% | 158 |
|
|
2015
Q1 | $995K | Sell |
25,683
-9,088
| -26% | -$352K | 0.01% | 153 |
|
|
2014
Q4 | $1.43M | Buy |
34,771
+6,269
| +22% | +$259K | 0.01% | 144 |
|
|
2014
Q3 | $973K | Sell |
28,502
-367
| -1% | -$12.5K | 0.01% | 157 |
|
|
2014
Q2 | $1.1M | Sell |
28,869
-1,780
| -6% | -$67.9K | 0.01% | 151 |
|
|
2014
Q1 | $1.08M | Sell |
30,649
-471
| -2% | -$16.6K | 0.01% | 149 |
|
|
2013
Q4 | $1M | Buy |
31,120
+1,208
| +4% | +$38.9K | 0.01% | 158 |
|
|
2013
Q3 | $917K | Sell |
29,912
-1,955
| -6% | -$59.9K | 0.01% | 154 |
|
|
2013
Q2 | $1.02M | Buy |
+31,867
| New | +$1.02M | 0.01% | 142 |
|