NewEdge Advisors’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-20,430
| Closed | -$1.03M | – | 1385 |
|
|
2017
Q2 | $1.03M | Buy |
20,430
+2,414
| +13% | +$122K | 0.18% | 133 |
|
|
2017
Q1 | $986K | Buy |
18,016
+4,535
| +34% | +$248K | 0.22% | 99 |
|
|
2016
Q4 | $743K | Buy |
13,481
+5,843
| +76% | +$322K | 0.21% | 105 |
|
|
2016
Q3 | $434K | Buy |
7,638
+3,210
| +72% | +$182K | 0.14% | 133 |
|
|
2016
Q2 | $249K | Sell |
4,428
-84
| -2% | -$4.72K | 0.1% | 136 |
|
|
2016
Q1 | $225K | Buy |
+4,512
| New | +$225K | 0.19% | 47 |
|