Oppenheimer & Co’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 |
-36,448
| Closed | -$1.92M | – | 1434 |
|
|
2018
Q1 | $1.92M | Sell |
36,448
-900
| -2% | -$47.3K | 0.05% | 401 |
|
|
2017
Q4 | $1.97M | Sell |
37,348
-1,250
| -3% | -$66K | 0.05% | 395 |
|
|
2017
Q3 | $1.91M | Sell |
38,598
-61
| -0.2% | -$3.03K | 0.05% | 395 |
|
|
2017
Q2 | $2.05M | Buy |
38,659
+600
| +2% | +$31.8K | 0.06% | 383 |
|
|
2017
Q1 | $2.07M | Sell |
38,059
-1,012
| -3% | -$54.9K | 0.06% | 369 |
|
|
2016
Q4 | $2.2M | Buy |
39,071
+73
| +0.2% | +$4.11K | 0.06% | 350 |
|
|
2016
Q3 | $2.21M | Sell |
38,998
-1,200
| -3% | -$68.1K | 0.06% | 343 |
|
|
2016
Q2 | $2.26M | Buy |
40,198
+100
| +0.2% | +$5.61K | 0.07% | 337 |
|
|
2016
Q1 | $1.99M | Hold |
40,098
| – | – | 0.06% | 356 |
|
|
2015
Q4 | $1.7M | Hold |
40,098
| – | – | 0.05% | 398 |
|
|
2015
Q3 | $1.54M | Sell |
40,098
-1,000
| -2% | -$38.5K | 0.05% | 437 |
|
|
2015
Q2 | $1.41M | Hold |
41,098
| – | – | 0.04% | 522 |
|
|
2015
Q1 | $1.59M | Hold |
41,098
| – | – | 0.04% | 481 |
|
|
2014
Q4 | $1.7M | Hold |
41,098
| – | – | 0.05% | 443 |
|
|
2014
Q3 | $1.4M | Buy |
+41,098
| New | +$1.4M | 0.04% | 491 |
|
|
2014
Q2 | – | Sell |
-42,685
| Closed | -$1.5M | – | 1563 |
|
|
2014
Q1 | $1.5M | Sell |
42,685
-905
| -2% | -$31.8K | 0.05% | 460 |
|
|
2013
Q4 | $1.4M | Buy |
43,590
+3,990
| +10% | +$128K | 0.04% | 451 |
|
|
2013
Q3 | $1.21M | Sell |
39,600
-1,000
| -2% | -$30.7K | 0.04% | 466 |
|
|
2013
Q2 | $1.3M | Buy |
+40,600
| New | +$1.3M | 0.05% | 428 |
|