SII Investments’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,078
| Closed | -$217K | – | 657 |
|
|
2017
Q2 | $217K | Sell |
4,078
-417
| -9% | -$22.2K | 0.01% | 527 |
|
|
2017
Q1 | $242K | Buy |
4,495
+211
| +5% | +$11.4K | 0.02% | 527 |
|
|
2016
Q4 | $242K | Sell |
4,284
-1,045
| -20% | -$59K | 0.02% | 503 |
|
|
2016
Q3 | $302K | Buy |
5,329
+1,080
| +25% | +$61.2K | 0.02% | 418 |
|
|
2016
Q2 | $240K | Sell |
4,249
-599
| -12% | -$33.8K | 0.02% | 493 |
|
|
2016
Q1 | $241K | Buy |
+4,848
| New | +$241K | 0.02% | 490 |
|
|
2015
Q3 | – | Sell |
-12,086
| Closed | -$415K | – | 608 |
|
|
2015
Q2 | $415K | Buy |
12,086
+600
| +5% | +$20.6K | 0.05% | 322 |
|
|
2015
Q1 | $449K | Buy |
11,486
+1,150
| +11% | +$45K | 0.05% | 311 |
|
|
2014
Q4 | $420K | Buy |
10,336
+1,142
| +12% | +$46.4K | 0.06% | 291 |
|
|
2014
Q3 | $314K | Buy |
9,194
+2,094
| +29% | +$71.5K | 0.04% | 362 |
|
|
2014
Q2 | $274K | Buy |
+7,100
| New | +$274K | 0.04% | 370 |
|