LPL Financial’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 |
-23,502
| Closed | -$1.24M | – | 3358 |
|
|
2018
Q1 | $1.24M | Buy |
23,502
+3,499
| +17% | +$177K | ﹤0.01% | 1450 |
|
|
2017
Q4 | $1.06M | Buy |
20,003
+4,320
| +28% | +$233K | ﹤0.01% | 1497 |
|
|
2017
Q3 | $778K | Sell |
15,683
-1,139
| -7% | -$57.9K | ﹤0.01% | 1618 |
|
|
2017
Q2 | $892K | Sell |
16,822
-1,169
| -6% | -$61.9K | ﹤0.01% | 1447 |
|
|
2017
Q1 | $984K | Buy |
17,991
+672
| +4% | +$36.6K | 0.01% | 1278 |
|
|
2016
Q4 | $973K | Sell |
17,319
-3,777
| -18% | -$215K | 0.01% | 1239 |
|
|
2016
Q3 | $1.2M | Buy |
21,096
+1,436
| +7% | +$79.4K | 0.01% | 1063 |
|
|
2016
Q2 | $1.11M | Sell |
19,660
-19,686
| -50% | -$1.04M | 0.01% | 1104 |
|
|
2016
Q1 | $1.94M | Sell |
39,346
-7,945
| -17% | -$354K | 0.01% | 1225 |
|
|
2015
Q4 | $2.02M | Buy |
47,291
+19,491
| +70% | +$797K | 0.01% | 1165 |
|
|
2015
Q3 | $1.07M | Sell |
27,800
-2,011
| -7% | -$74.3K | 0.01% | 1201 |
|
|
2015
Q2 | $1.06M | Sell |
29,811
-4,125
| -12% | -$151K | 0.01% | 1328 |
|
|
2015
Q1 | $1.32M | Sell |
33,936
-718
| -2% | -$28.9K | 0.01% | 1166 |
|
|
2014
Q4 | $1.43M | Buy |
34,654
+5,062
| +17% | +$193K | 0.01% | 1079 |
|
|
2014
Q3 | $1.01M | Buy |
29,592
+5,259
| +22% | +$190K | 0.01% | 1264 |
|
|
2014
Q2 | $929K | Sell |
24,333
-311
| -1% | -$11.1K | 0.01% | 1383 |
|
|
2014
Q1 | $866K | Sell |
24,644
-9,797
| -28% | -$330K | 0.01% | 1356 |
|
|
2013
Q4 | $1.11M | Buy |
34,441
+5,279
| +18% | +$167K | 0.01% | 1182 |
|
|
2013
Q3 | $900K | Buy |
29,162
+2,567
| +10% | +$82K | 0.01% | 1254 |
|
|
2013
Q2 | $850K | Buy |
+26,595
| New | +$874K | 0.01% | 1226 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW