Lehman Financial Resources’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-300
| Closed | -$11K | – | 482 |
|
|
2015
Q3 | $11K | Hold |
300
| – | – | 0.01% | 304 |
|
|
2015
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 316 |
|
|
2015
Q1 | $12K | Hold |
300
| – | – | 0.01% | 303 |
|
|
2014
Q4 | $12K | Hold |
300
| – | – | 0.01% | 288 |
|
|
2014
Q3 | $10K | Hold |
300
| – | – | 0.01% | 307 |
|
|
2014
Q2 | $11K | Hold |
300
| – | – | 0.01% | 290 |
|
|
2014
Q1 | $11K | Sell |
300
-500
| -63% | -$18.3K | 0.01% | 281 |
|
|
2013
Q4 | $26K | Hold |
800
| – | – | 0.02% | 186 |
|
|
2013
Q3 | $25K | Hold |
800
| – | – | 0.02% | 182 |
|
|
2013
Q2 | $26K | Buy |
+800
| New | +$26K | 0.02% | 150 |
|