Steward Partners Investment Advisory’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 |
-3,354
| Closed | -$176K | – | 2654 |
|
|
2018
Q1 | $176K | Buy |
3,354
+726
| +28% | +$38.1K | 0.01% | 638 |
|
|
2017
Q4 | $138K | Buy |
2,628
+1,084
| +70% | +$56.9K | 0.01% | 587 |
|
|
2017
Q3 | $76K | Sell |
1,544
-10
| -0.6% | -$492 | 0.01% | 597 |
|
|
2017
Q2 | $82K | Sell |
1,554
-14
| -0.9% | -$739 | 0.01% | 530 |
|
|
2017
Q1 | $85K | Buy |
1,568
+408
| +35% | +$22.1K | 0.01% | 459 |
|
|
2016
Q4 | $65K | Buy |
+1,160
| New | +$65K | 0.03% | 289 |
|