Schaper Benz & Wise Investment Counsel’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 |
-82,781
| Closed | -$4.35M | – | 105 |
|
|
2018
Q1 | $4.35M | Sell |
82,781
-3,215
| -4% | -$169K | 0.64% | 57 |
|
|
2017
Q4 | $4.54M | Sell |
85,996
-5,300
| -6% | -$280K | 0.66% | 58 |
|
|
2017
Q3 | $4.53M | Buy |
91,296
+250
| +0.3% | +$12.4K | 0.7% | 54 |
|
|
2017
Q2 | $4.83M | Sell |
91,046
-600
| -0.7% | -$31.8K | 0.78% | 52 |
|
|
2017
Q1 | $4.97M | Sell |
91,646
-27,850
| -23% | -$1.51M | 0.85% | 47 |
|
|
2016
Q4 | $6.73M | Sell |
119,496
-629
| -0.5% | -$35.4K | 1.19% | 37 |
|
|
2016
Q3 | $6.82M | Sell |
120,125
-1,000
| -0.8% | -$56.7K | 1.2% | 37 |
|
|
2016
Q2 | $6.79M | Sell |
121,125
-1,985
| -2% | -$111K | 1.22% | 37 |
|
|
2016
Q1 | $6.11M | Buy |
123,110
+225
| +0.2% | +$11.2K | 1.15% | 37 |
|
|
2015
Q4 | $5.21M | Sell |
122,885
-650
| -0.5% | -$27.6K | 1.03% | 38 |
|
|
2015
Q3 | $4.75M | Buy |
123,535
+600
| +0.5% | +$23.1K | 0.96% | 40 |
|
|
2015
Q2 | $4.21M | Buy |
122,935
+5,060
| +4% | +$173K | 0.83% | 44 |
|
|
2015
Q1 | $4.57M | Buy |
117,875
+3,300
| +3% | +$128K | 0.9% | 41 |
|
|
2014
Q4 | $4.73M | Sell |
114,575
-400
| -0.3% | -$16.5K | 0.95% | 42 |
|
|
2014
Q3 | $3.92M | Buy |
114,975
+5,775
| +5% | +$197K | 0.82% | 44 |
|
|
2014
Q2 | $4.17M | Buy |
109,200
+1,900
| +2% | +$72.6K | 0.86% | 44 |
|
|
2014
Q1 | $3.77M | Buy |
107,300
+100
| +0.1% | +$3.52K | 0.82% | 44 |
|
|
2013
Q4 | $3.45M | Sell |
107,200
-1,850
| -2% | -$59.5K | 0.77% | 45 |
|
|
2013
Q3 | $3.34M | Buy |
109,050
+4,800
| +5% | +$147K | 0.77% | 46 |
|
|
2013
Q2 | $3.33M | Buy |
+104,250
| New | +$3.33M | 0.82% | 44 |
|