SignatureFD’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,496
| Closed | -$79K | – | 2046 |
|
|
2018
Q1 | $79K | Buy |
+1,496
| New | +$75.6K | 0.01% | 611 |
|
|
2016
Q4 | – | Sell |
-636
| Closed | -$36K | – | 1584 |
|
|
2016
Q3 | $36K | Hold |
636
| – | – | 0.01% | 629 |
|
|
2016
Q2 | $36K | Hold |
636
| – | – | 0.01% | 556 |
|
|
2016
Q1 | $32K | Hold |
636
| – | – | 0.01% | 548 |
|
|
2015
Q4 | $27K | Buy |
636
+67
| +12% | +$2.74K | 0.01% | 498 |
|
|
2015
Q3 | $22K | Hold |
569
| – | – | 0.01% | 509 |
|
|
2015
Q2 | $19K | Hold |
569
| – | – | ﹤0.01% | 490 |
|
|
2015
Q1 | $22K | Hold |
569
| – | – | 0.01% | 417 |
|
|
2014
Q4 | $23K | Hold |
569
| – | – | 0.01% | 396 |
|
|
2014
Q3 | $19K | Hold |
569
| – | – | 0.01% | 381 |
|
|
2014
Q2 | $22K | Buy |
+569
| New | +$20.4K | 0.01% | 345 |
|
|
2013
Q3 | – | Sell |
-36
| Closed | -$1K | – | 846 |
|
|
2013
Q2 | $1K | Buy |
+36
| New | +$1.18K | ﹤0.01% | 573 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW