RegentAtlantic Capital’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 |
-4,687
| Closed | -$246K | – | 434 |
|
|
2018
Q1 | $246K | Hold |
4,687
| – | – | 0.02% | 377 |
|
|
2017
Q4 | $247K | Sell |
4,687
-135
| -3% | -$7.11K | 0.02% | 385 |
|
|
2017
Q3 | $239K | Hold |
4,822
| – | – | 0.02% | 380 |
|
|
2017
Q2 | $256K | Sell |
4,822
-85
| -2% | -$4.51K | 0.02% | 359 |
|
|
2017
Q1 | $266K | Hold |
4,907
| – | – | 0.02% | 349 |
|
|
2016
Q4 | $277K | Sell |
4,907
-150
| -3% | -$8.47K | 0.03% | 331 |
|
|
2016
Q3 | $287K | Hold |
5,057
| – | – | 0.03% | 329 |
|
|
2016
Q2 | $284K | Sell |
5,057
-260
| -5% | -$14.6K | 0.03% | 330 |
|
|
2016
Q1 | $264K | Hold |
5,317
| – | – | 0.03% | 329 |
|
|
2015
Q4 | $225K | Sell |
5,317
-810
| -13% | -$34.3K | 0.02% | 345 |
|
|
2015
Q3 | $236K | Sell |
6,127
-745
| -11% | -$28.7K | 0.02% | 335 |
|
|
2015
Q2 | $235K | Sell |
6,872
-700
| -9% | -$23.9K | 0.02% | 340 |
|
|
2015
Q1 | $293K | Sell |
7,572
-65
| -0.9% | -$2.52K | 0.03% | 309 |
|
|
2014
Q4 | $315K | Sell |
7,637
-280
| -4% | -$11.5K | 0.03% | 302 |
|
|
2014
Q3 | $270K | Hold |
7,917
| – | – | 0.03% | 317 |
|
|
2014
Q2 | $302K | Sell |
7,917
-245
| -3% | -$9.35K | 0.03% | 304 |
|
|
2014
Q1 | $287K | Sell |
8,162
-135
| -2% | -$4.75K | 0.03% | 297 |
|
|
2013
Q4 | $267K | Buy |
8,297
+709
| +9% | +$22.8K | 0.03% | 311 |
|
|
2013
Q3 | $233K | Buy |
+7,588
| New | +$233K | 0.03% | 308 |
|