JP Morgan Private Wealth Advisors’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-27,415
| Closed | -$1.44M | – | 1564 |
|
|
2018
Q1 | $1.44M | Buy |
27,415
+568
| +2% | +$28.7K | 0.01% | 560 |
|
|
2017
Q4 | $1.42M | Sell |
26,847
-2,300
| -8% | -$124K | 0.01% | 571 |
|
|
2017
Q3 | $1.45M | Sell |
29,147
-3,642
| -11% | -$185K | 0.01% | 535 |
|
|
2017
Q2 | $1.74M | Sell |
32,789
-177
| -0.5% | -$9.37K | 0.01% | 489 |
|
|
2017
Q1 | $1.79M | Sell |
32,966
-2,565
| -7% | -$140K | 0.01% | 484 |
|
|
2016
Q4 | $2M | Sell |
35,531
-1,623
| -4% | -$92.3K | 0.02% | 439 |
|
|
2016
Q3 | $2.11M | Sell |
37,154
-7,814
| -17% | -$432K | 0.02% | 425 |
|
|
2016
Q2 | $2.52M | Sell |
44,968
-3,144
| -7% | -$166K | 0.02% | 397 |
|
|
2016
Q1 | $2.39M | Buy |
48,112
+1,802
| +4% | +$80.4K | 0.02% | 368 |
|
|
2015
Q4 | $1.96M | Sell |
46,310
-3,020
| -6% | -$123K | 0.02% | 374 |
|
|
2015
Q3 | $1.9M | Sell |
49,330
-3,994
| -7% | -$147K | 0.02% | 341 |
|
|
2015
Q2 | $1.82M | Sell |
53,324
-39,199
| -42% | -$1.43M | 0.02% | 387 |
|
|
2015
Q1 | $3.59M | Sell |
92,523
-5,790
| -6% | -$233K | 0.04% | 289 |
|
|
2014
Q4 | $4.05M | Buy |
98,313
+1,160
| +1% | +$44.3K | 0.05% | 268 |
|
|
2014
Q3 | $3.31M | Sell |
97,153
-80,411
| -45% | -$2.91M | 0.04% | 295 |
|
|
2014
Q2 | $6.78M | Buy |
177,564
+4,980
| +3% | +$178K | 0.11% | 178 |
|
|
2014
Q1 | $6.07M | Buy |
172,584
+65,829
| +62% | +$2.21M | 0.11% | 181 |
|
|
2013
Q4 | $3.43M | Buy |
106,755
+13,389
| +14% | +$423K | 0.07% | 212 |
|
|
2013
Q3 | $2.86M | Buy |
93,366
+6,457
| +7% | +$206K | 0.06% | 217 |
|
|
2013
Q2 | $2.78M | Buy |
+86,909
| New | +$2.85M | 0.07% | 213 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW