Retirement Planning Group (Kansas)’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 |
-4,622
| Closed | -$243K | – | 60 |
|
|
2018
Q1 | $243K | Buy |
4,622
+27
| +0.6% | +$1.42K | 0.07% | 49 |
|
|
2017
Q4 | $243K | Buy |
4,595
+28
| +0.6% | +$1.48K | 0.07% | 47 |
|
|
2017
Q3 | $227K | Buy |
4,567
+27
| +0.6% | +$1.34K | 0.06% | 45 |
|
|
2017
Q2 | $241K | Buy |
4,540
+26
| +0.6% | +$1.38K | 0.07% | 47 |
|
|
2017
Q1 | $245K | Buy |
4,514
+23
| +0.5% | +$1.25K | 0.07% | 48 |
|
|
2016
Q4 | $253K | Buy |
4,491
+24
| +0.5% | +$1.35K | 0.08% | 43 |
|
|
2016
Q3 | $254K | Buy |
4,467
+23
| +0.5% | +$1.31K | 0.08% | 46 |
|
|
2016
Q2 | $249K | Buy |
4,444
+26
| +0.6% | +$1.46K | 0.08% | 48 |
|
|
2016
Q1 | $219K | Buy |
+4,418
| New | +$219K | 0.08% | 51 |
|