Klingman & Associates’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-665
| Closed | -$38K | – | 376 |
|
|
2016
Q3 | $38K | Hold |
665
| – | – | 0.01% | 204 |
|
|
2016
Q2 | $37K | Hold |
665
| – | – | 0.01% | 214 |
|
|
2016
Q1 | $33K | Hold |
665
| – | – | 0.01% | 221 |
|
|
2015
Q4 | $28K | Hold |
665
| – | – | 0.01% | 245 |
|
|
2015
Q3 | $25K | Hold |
665
| – | – | 0.01% | 246 |
|
|
2015
Q2 | $23K | Hold |
665
| – | – | 0.01% | 247 |
|
|
2015
Q1 | $26K | Buy |
+665
| New | +$26K | 0.01% | 218 |
|