Next Financial Group’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-850
| Closed | -$44K | – | 1779 |
|
|
2017
Q3 | $44K | Sell |
850
-900
| -51% | -$46.6K | 0.01% | 735 |
|
|
2017
Q2 | $93K | Sell |
1,750
-100
| -5% | -$5.31K | 0.02% | 570 |
|
|
2017
Q1 | $96K | Sell |
1,850
-1,675
| -48% | -$86.9K | 0.03% | 504 |
|
|
2016
Q4 | $199K | Sell |
3,525
-698
| -17% | -$39.4K | 0.04% | 470 |
|
|
2016
Q3 | $240K | Buy |
4,223
+1,673
| +66% | +$95.1K | 0.04% | 411 |
|
|
2016
Q2 | $143K | Hold |
2,550
| – | – | 0.05% | 373 |
|
|
2016
Q1 | $126K | Hold |
2,550
| – | – | 0.04% | 370 |
|
|
2015
Q4 | $108K | Hold |
2,550
| – | – | 0.04% | 401 |
|
|
2015
Q3 | $98K | Sell |
2,550
-54
| -2% | -$2.08K | 0.04% | 430 |
|
|
2015
Q2 | $89K | Hold |
2,604
| – | – | 0.03% | 506 |
|
|
2015
Q1 | $100K | Buy |
2,604
+1
| +0% | +$38 | 0.03% | 469 |
|
|
2014
Q4 | $107K | Sell |
2,603
-2,253
| -46% | -$92.6K | 0.04% | 430 |
|
|
2014
Q3 | $166K | Buy |
+4,856
| New | +$166K | 0.03% | 508 |
|