Meritage Portfolio Management’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-107,626
| Closed | -$5.34M | – | 210 |
|
|
2016
Q1 | $5.34M | Sell |
107,626
-800
| -0.7% | -$39.7K | 0.6% | 65 |
|
|
2015
Q4 | $4.6M | Sell |
108,426
-4,099
| -4% | -$174K | 0.52% | 91 |
|
|
2015
Q3 | $4.33M | Sell |
112,525
-12,400
| -10% | -$477K | 0.5% | 95 |
|
|
2015
Q2 | $4.28M | Sell |
124,925
-1,230
| -1% | -$42.1K | 0.45% | 132 |
|
|
2015
Q1 | $4.89M | Buy |
126,155
+7,775
| +7% | +$301K | 0.49% | 108 |
|
|
2014
Q4 | $4.88M | Buy |
118,380
+4,010
| +4% | +$165K | 0.52% | 87 |
|
|
2014
Q3 | $3.9M | Buy |
114,370
+1,930
| +2% | +$65.8K | 0.44% | 130 |
|
|
2014
Q2 | $4.29M | Buy |
112,440
+6,790
| +6% | +$259K | 0.47% | 124 |
|
|
2014
Q1 | $3.72M | Buy |
+105,650
| New | +$3.72M | 0.45% | 130 |
|