LPL Financial’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-23,502
| Closed | -$1.24M | – | 3336 |
|
|
2018
Q1 | $1.24M | Buy |
23,502
+3,499
| +17% | +$184K | ﹤0.01% | 1439 |
|
|
2017
Q4 | $1.06M | Buy |
20,003
+4,320
| +28% | +$228K | ﹤0.01% | 1489 |
|
|
2017
Q3 | $778K | Sell |
15,683
-1,139
| -7% | -$56.5K | ﹤0.01% | 1610 |
|
|
2017
Q2 | $892K | Sell |
16,822
-1,169
| -6% | -$62K | ﹤0.01% | 1443 |
|
|
2017
Q1 | $984K | Buy |
17,991
+672
| +4% | +$36.8K | 0.01% | 1278 |
|
|
2016
Q4 | $973K | Sell |
17,319
-3,777
| -18% | -$212K | 0.01% | 1239 |
|
|
2016
Q3 | $1.2M | Buy |
21,096
+1,436
| +7% | +$81.5K | 0.01% | 1062 |
|
|
2016
Q2 | $1.11M | Sell |
19,660
-19,686
| -50% | -$1.11M | 0.01% | 1104 |
|
|
2016
Q1 | $1.94M | Sell |
39,346
-7,945
| -17% | -$392K | 0.01% | 1225 |
|
|
2015
Q4 | $2.02M | Buy |
47,291
+19,491
| +70% | +$831K | 0.01% | 1165 |
|
|
2015
Q3 | $1.07M | Sell |
27,800
-2,011
| -7% | -$77.5K | 0.01% | 1201 |
|
|
2015
Q2 | $1.06M | Sell |
29,811
-4,125
| -12% | -$146K | 0.01% | 1328 |
|
|
2015
Q1 | $1.32M | Sell |
33,936
-718
| -2% | -$27.9K | 0.01% | 1166 |
|
|
2014
Q4 | $1.43M | Buy |
34,654
+5,062
| +17% | +$209K | 0.01% | 1079 |
|
|
2014
Q3 | $1.01M | Buy |
29,592
+5,259
| +22% | +$179K | 0.01% | 1264 |
|
|
2014
Q2 | $929K | Sell |
24,333
-311
| -1% | -$11.9K | 0.01% | 1383 |
|
|
2014
Q1 | $866K | Sell |
24,644
-9,797
| -28% | -$344K | 0.01% | 1356 |
|
|
2013
Q4 | $1.11M | Buy |
34,441
+5,279
| +18% | +$170K | 0.01% | 1182 |
|
|
2013
Q3 | $900K | Buy |
29,162
+2,567
| +10% | +$79.2K | 0.01% | 1254 |
|
|
2013
Q2 | $850K | Buy |
+26,595
| New | +$850K | 0.01% | 1226 |
|