Tarbox Family Office’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 |
-37
| Closed | -$2K | – | 656 |
|
|
2018
Q1 | $2K | Hold |
37
| – | – | ﹤0.01% | 553 |
|
|
2017
Q4 | $2K | Sell |
37
-7
| -16% | -$378 | ﹤0.01% | 538 |
|
|
2017
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 530 |
|
|
2017
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 516 |
|
|
2017
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 518 |
|
|
2016
Q4 | $2K | Sell |
44
-2
| -4% | -$91 | ﹤0.01% | 483 |
|
|
2016
Q3 | $3K | Buy |
46
+9
| +24% | +$587 | ﹤0.01% | 411 |
|
|
2016
Q2 | $2K | Sell |
37
-4
| -10% | -$216 | ﹤0.01% | 461 |
|
|
2016
Q1 | $2K | Sell |
41
-2
| -5% | -$98 | ﹤0.01% | 474 |
|
|
2015
Q4 | $2K | Buy |
43
+7
| +19% | +$326 | ﹤0.01% | 447 |
|
|
2015
Q3 | $1K | Buy |
36
+8
| +29% | +$222 | ﹤0.01% | 556 |
|
|
2015
Q2 | $1K | Sell |
28
-2
| -7% | -$71 | ﹤0.01% | 548 |
|
|
2015
Q1 | $1K | Sell |
30
-2
| -6% | -$67 | ﹤0.01% | 551 |
|
|
2014
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 540 |
|
|
2014
Q3 | $1K | Buy |
32
+4
| +14% | +$125 | ﹤0.01% | 542 |
|
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 458 |
|
|
2014
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 628 |
|
|
2013
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 576 |
|