Monetary Management Group’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
Q4 | – | Sell |
-1,000
| Closed | -$57K | – | 335 |
|
|
2016
Q3 | $57K | Hold |
1,000
| – | – | 0.03% | 212 |
|
|
2016
Q2 | $56K | Hold |
1,000
| – | – | 0.03% | 214 |
|
|
2016
Q1 | $50K | Hold |
1,000
| – | – | 0.02% | 218 |
|
|
2015
Q4 | $42K | Hold |
1,000
| – | – | 0.02% | 238 |
|
|
2015
Q3 | $38K | Hold |
1,000
| – | – | 0.02% | 244 |
|
|
2015
Q2 | $34K | Hold |
1,000
| – | – | 0.02% | 276 |
|
|
2015
Q1 | $39K | Hold |
1,000
| – | – | 0.02% | 283 |
|
|
2014
Q4 | $41K | Sell |
1,000
-1,200
| -55% | -$49.2K | 0.02% | 279 |
|
|
2014
Q3 | $75K | Hold |
2,200
| – | – | 0.03% | 223 |
|
|
2014
Q2 | $84K | Hold |
2,200
| – | – | 0.04% | 216 |
|
|
2014
Q1 | $77K | Hold |
2,200
| – | – | 0.04% | 196 |
|
|
2013
Q4 | $71K | Buy |
+2,200
| New | +$71K | 0.03% | 217 |
|
|
2013
Q3 | – | Sell |
-4,300
| Closed | -$137K | – | 212 |
|
|
2013
Q2 | $137K | Buy |
+4,300
| New | +$137K | 0.08% | 182 |
|