Mosaic Family Wealth’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 |
-797
| Closed | -$42K | – | 712 |
|
|
2018
Q1 | $42K | Sell |
797
-78
| -9% | -$4.11K | 0.02% | 334 |
|
|
2017
Q4 | $46K | Hold |
875
| – | – | 0.02% | 339 |
|
|
2017
Q3 | $43K | Hold |
875
| – | – | 0.02% | 354 |
|
|
2017
Q2 | $46K | Hold |
875
| – | – | 0.02% | 325 |
|
|
2017
Q1 | $47K | Hold |
875
| – | – | 0.02% | 330 |
|
|
2016
Q4 | $49K | Sell |
875
-200
| -19% | -$11.2K | 0.02% | 327 |
|
|
2016
Q3 | $61K | Sell |
1,075
-445
| -29% | -$25.3K | 0.03% | 304 |
|
|
2016
Q2 | $86K | Hold |
1,520
| – | – | 0.04% | 272 |
|
|
2016
Q1 | $75K | Hold |
1,520
| – | – | 0.04% | 286 |
|
|
2015
Q4 | $64K | Buy |
+1,520
| New | +$64K | 0.03% | 274 |
|