QS Investors’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 |
-7,628
| Closed | -$401K | – | 2013 |
|
|
2018
Q1 | $401K | Hold |
7,628
| – | – | ﹤0.01% | 990 |
|
|
2017
Q4 | $403K | Hold |
7,628
| – | – | ﹤0.01% | 994 |
|
|
2017
Q3 | $378K | Sell |
7,628
-600
| -7% | -$29.7K | ﹤0.01% | 1027 |
|
|
2017
Q2 | $436K | Hold |
8,228
| – | – | ﹤0.01% | 969 |
|
|
2017
Q1 | $447K | Buy |
8,228
+4,500
| +121% | +$244K | ﹤0.01% | 999 |
|
|
2016
Q4 | $210K | Hold |
3,728
| – | – | ﹤0.01% | 1094 |
|
|
2016
Q3 | $212K | Buy |
3,728
+1,500
| +67% | +$85.3K | ﹤0.01% | 1078 |
|
|
2016
Q2 | $125K | Buy |
2,228
+2,200
| +7,857% | +$123K | ﹤0.01% | 1206 |
|
|
2016
Q1 | $1K | Sell |
28
-6
| -18% | -$214 | ﹤0.01% | 1963 |
|
|
2015
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 2052 |
|
|
2015
Q3 | – | Sell |
-3,600
| Closed | -$123K | – | 1527 |
|
|
2015
Q2 | $123K | Hold |
3,600
| – | – | ﹤0.01% | 1150 |
|
|
2015
Q1 | $140K | Hold |
3,600
| – | – | ﹤0.01% | 1123 |
|
|
2014
Q4 | $149K | Buy |
+3,600
| New | +$149K | ﹤0.01% | 1078 |
|
|
2014
Q1 | – | Sell |
-55,300
| Closed | -$1.78M | – | 681 |
|
|
2013
Q4 | $1.78M | Buy |
+55,300
| New | +$1.78M | 0.07% | 229 |
|