SCM
WR
Stevens Capital Management’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-51,414
| Closed | -$2.7M | – | 1072 |
|
|
2018
Q1 | $2.7M | Sell |
51,414
-67,220
| -57% | -$3.54M | 0.1% | 239 |
|
|
2017
Q4 | $6.26M | Buy |
118,634
+86,361
| +268% | +$4.56M | 0.24% | 132 |
|
|
2017
Q3 | $1.6M | Buy |
+32,273
| New | +$1.6M | 0.06% | 347 |
|
|
2014
Q4 | – | Sell |
-52,891
| Closed | -$1.81M | – | 1433 |
|
|
2014
Q3 | $1.81M | Buy |
+52,891
| New | +$1.81M | 0.05% | 346 |
|
|
2014
Q2 | – | Sell |
-58,566
| Closed | -$2.06M | – | 1531 |
|
|
2014
Q1 | $2.06M | Buy |
58,566
+31,819
| +119% | +$1.12M | 0.06% | 350 |
|
|
2013
Q4 | $860K | Buy |
+26,747
| New | +$860K | 0.03% | 509 |
|