Naples Global Advisors’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 |
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|
2018
Q1 | $516K | Sell |
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|
2017
Q4 | $534K | Hold |
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|
2017
Q3 | $501K | Sell |
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|
2017
Q2 | $563K | Sell |
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|
2017
Q1 | $584K | Sell |
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|
2016
Q4 | $735K | Sell |
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|
2016
Q3 | $812K | Sell |
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|
2016
Q2 | $934K | Sell |
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|
2016
Q1 | $869K | Sell |
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|
2015
Q4 | $789K | Hold |
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|
2015
Q3 | $715K | Buy |
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|
2015
Q2 | $609K | Buy |
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|
2015
Q1 | $683K | Sell |
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|
2014
Q4 | $730K | Buy |
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|
2014
Q3 | $572K | Hold |
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|
2014
Q2 | $640K | Sell |
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|
2014
Q1 | $603K | Buy |
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|
2013
Q4 | $525K | Buy |
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