LWAC
WR

Laurel Wealth Advisors (California)’s Westar Energy Inc WR Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4,460
Closed -$221K – 390
2017
Q3 		$221K Sell
4,460
-615
-12% -$31.3K 0.08% 274
2017
Q2 		$269K Sell
5,075
-200
-4% -$10.6K 0.1% 232
2017
Q1 		$286K Buy
5,275
+100
+2% +$5.44K 0.11% 203
2016
Q4 		$291K Sell
5,175
-150
-3% -$8.53K 0.13% 182
2016
Q3 		$302K Hold
5,325
– – 0.15% 174
2016
Q2 		$299K Sell
5,325
-525
-9% -$27.8K 0.15% 171
2016
Q1 		$290K Sell
5,850
-150
-3% -$6.69K 0.15% 176
2015
Q4 		$254K Buy
+6,000
New +$245K 0.13% 194

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