Raymond James & Associates’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 |
-16,477
| Closed | -$867K | – | 3595 |
|
|
2018
Q1 | $867K | Buy |
16,477
+172
| +1% | +$9.05K | ﹤0.01% | 2233 |
|
|
2017
Q4 | $861K | Buy |
16,305
+2,100
| +15% | +$111K | ﹤0.01% | 2209 |
|
|
2017
Q3 | $705K | Buy |
14,205
+565
| +4% | +$28K | ﹤0.01% | 2283 |
|
|
2017
Q2 | $723K | Sell |
13,640
-236
| -2% | -$12.5K | ﹤0.01% | 2219 |
|
|
2017
Q1 | $753K | Buy |
13,876
+2,399
| +21% | +$130K | ﹤0.01% | 2140 |
|
|
2016
Q4 | $647K | Buy |
11,477
+4,725
| +70% | +$266K | ﹤0.01% | 2176 |
|
|
2016
Q3 | $383K | Buy |
6,752
+1,904
| +39% | +$108K | ﹤0.01% | 2452 |
|
|
2016
Q2 | $272K | Sell |
4,848
-65,303
| -93% | -$3.66M | ﹤0.01% | 2466 |
|
|
2016
Q1 | $3.48M | Sell |
70,151
-48,852
| -41% | -$2.42M | 0.01% | 1000 |
|
|
2015
Q4 | $5.05M | Sell |
119,003
-18,860
| -14% | -$800K | 0.02% | 805 |
|
|
2015
Q3 | $5.3M | Buy |
137,863
+18,156
| +15% | +$698K | 0.02% | 722 |
|
|
2015
Q2 | $4.1M | Buy |
119,707
+48,049
| +67% | +$1.64M | 0.02% | 909 |
|
|
2015
Q1 | $2.78M | Buy |
71,658
+13,183
| +23% | +$511K | 0.01% | 1042 |
|
|
2014
Q4 | $2.41M | Buy |
58,475
+7,791
| +15% | +$321K | 0.01% | 1052 |
|
|
2014
Q3 | $1.73M | Buy |
50,684
+4,073
| +9% | +$139K | 0.01% | 1170 |
|
|
2014
Q2 | $1.78M | Buy |
46,611
+6,755
| +17% | +$258K | 0.01% | 1156 |
|
|
2014
Q1 | $1.4M | Sell |
39,856
-3,414
| -8% | -$120K | 0.01% | 1226 |
|
|
2013
Q4 | $1.39M | Sell |
43,270
-19,309
| -31% | -$621K | 0.01% | 1140 |
|
|
2013
Q3 | $1.92M | Sell |
62,579
-2,192
| -3% | -$67.2K | 0.02% | 907 |
|
|
2013
Q2 | $2.07M | Buy |
+64,771
| New | +$2.07M | 0.02% | 789 |
|