Monroe Bank & Trust’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 |
-1,250
| Closed | -$66K | – | 255 |
|
|
2018
Q1 | $66K | Hold |
1,250
| – | – | 0.02% | 144 |
|
|
2017
Q4 | $66K | Buy |
+1,250
| New | +$67.4K | 0.02% | 143 |
|
|
2017
Q3 | – | Sell |
-1,250
| Closed | -$66K | – | 270 |
|
|
2017
Q2 | $66K | Hold |
1,250
| – | – | 0.02% | 148 |
|
|
2017
Q1 | $68K | Hold |
1,250
| – | – | 0.02% | 145 |
|
|
2016
Q4 | $70K | Buy |
+1,250
| New | +$71.1K | 0.02% | 150 |
|
|
2016
Q2 | – | Sell |
-1,250
| Closed | -$62K | – | 355 |
|
|
2016
Q1 | $62K | Hold |
1,250
| – | – | 0.02% | 165 |
|
|
2015
Q4 | $53K | Hold |
1,250
| – | – | 0.02% | 174 |
|
|
2015
Q3 | $48K | Hold |
1,250
| – | – | 0.02% | 178 |
|
|
2015
Q2 | $43K | Hold |
1,250
| – | – | 0.01% | 178 |
|
|
2015
Q1 | $48K | Hold |
1,250
| – | – | 0.02% | 174 |
|
|
2014
Q4 | $52K | Buy |
+1,250
| New | +$47.7K | 0.02% | 173 |
|
|
2014
Q3 | – | Sell |
-1,250
| Closed | -$48K | – | 303 |
|
|
2014
Q2 | $48K | Hold |
1,250
| – | – | 0.02% | 198 |
|
|
2014
Q1 | $44K | Hold |
1,250
| – | – | 0.01% | 208 |
|
|
2013
Q4 | $40K | Hold |
1,250
| – | – | 0.02% | 185 |
|
|
2013
Q3 | $38K | Hold |
1,250
| – | – | 0.02% | 185 |
|
|
2013
Q2 | $40K | Buy |
+1,250
| New | +$41.1K | 0.02% | 185 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW