Laurel Wealth Advisors (California)’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,460
| Closed | -$221K | – | 367 |
|
|
2017
Q3 | $221K | Sell |
4,460
-615
| -12% | -$30.5K | 0.07% | 271 |
|
|
2017
Q2 | $269K | Sell |
5,075
-200
| -4% | -$10.6K | 0.1% | 230 |
|
|
2017
Q1 | $286K | Buy |
5,275
+100
| +2% | +$5.42K | 0.11% | 198 |
|
|
2016
Q4 | $291K | Sell |
5,175
-150
| -3% | -$8.44K | 0.13% | 179 |
|
|
2016
Q3 | $302K | Hold |
5,325
| – | – | 0.14% | 169 |
|
|
2016
Q2 | $299K | Sell |
5,325
-525
| -9% | -$29.5K | 0.14% | 167 |
|
|
2016
Q1 | $290K | Sell |
5,850
-150
| -3% | -$7.44K | 0.15% | 175 |
|
|
2015
Q4 | $254K | Buy |
+6,000
| New | +$254K | 0.13% | 194 |
|