Prospera Financial Services’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8,475
| Closed | -$359K | – | 379 |
|
|
2015
Q4 | $359K | Buy |
8,475
+450
| +6% | +$19.1K | 0.08% | 170 |
|
|
2015
Q3 | $308K | Sell |
8,025
-80
| -1% | -$3.07K | 0.08% | 186 |
|
|
2015
Q2 | $277K | Buy |
8,105
+80
| +1% | +$2.73K | 0.07% | 212 |
|
|
2015
Q1 | $311K | Hold |
8,025
| – | – | 0.07% | 213 |
|
|
2014
Q4 | $331K | Hold |
8,025
| – | – | 0.08% | 192 |
|
|
2014
Q3 | $274K | Buy |
8,025
+1,000
| +14% | +$34.1K | 0.07% | 214 |
|
|
2014
Q2 | $268K | Buy |
+7,025
| New | +$268K | 0.07% | 209 |
|