Regal Investment Advisors’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-818
| Closed | -$34K | – | 1096 |
|
|
2014
Q4 | $34K | Sell |
818
-250
| -23% | -$10.4K | 0.01% | 453 |
|
|
2014
Q3 | $36K | Hold |
1,068
| – | – | 0.01% | 459 |
|
|
2014
Q2 | $41K | Sell |
1,068
-436
| -29% | -$16.7K | 0.01% | 415 |
|
|
2014
Q1 | $53K | Sell |
1,504
-97
| -6% | -$3.42K | 0.02% | 339 |
|
|
2013
Q4 | $52K | Sell |
1,601
-48
| -3% | -$1.56K | 0.03% | 286 |
|
|
2013
Q3 | $51K | Buy |
1,649
+249
| +18% | +$7.7K | 0.03% | 297 |
|
|
2013
Q2 | $45K | Buy |
+1,400
| New | +$45K | 0.02% | 308 |
|