TWA
WR
TCI Wealth Advisors’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-184
| Closed | -$10K | – | 1688 |
|
|
2018
Q1 | $10K | Sell |
184
-4,375
| -96% | -$238K | ﹤0.01% | 630 |
|
|
2017
Q4 | $241K | Hold |
4,559
| – | – | 0.11% | 140 |
|
|
2017
Q3 | $226K | Sell |
4,559
-501
| -10% | -$24.8K | 0.11% | 130 |
|
|
2017
Q2 | $268K | Hold |
5,060
| – | – | 0.14% | 107 |
|
|
2017
Q1 | $275K | Hold |
5,060
| – | – | 0.14% | 104 |
|
|
2016
Q4 | $285K | Buy |
5,060
+507
| +11% | +$28.6K | 0.15% | 103 |
|
|
2016
Q3 | $258K | Sell |
4,553
-625
| -12% | -$35.4K | 0.14% | 104 |
|
|
2016
Q2 | $290K | Hold |
5,178
| – | – | 0.16% | 99 |
|
|
2016
Q1 | $257K | Buy |
5,178
+60
| +1% | +$2.98K | 0.14% | 109 |
|
|
2015
Q4 | $217K | Hold |
5,118
| – | – | 0.12% | 126 |
|
|
2015
Q3 | $197K | Hold |
5,118
| – | – | 0.12% | 129 |
|
|
2015
Q2 | $175K | Buy |
5,118
+9
| +0.2% | +$308 | 0.1% | 144 |
|
|
2015
Q1 | $198K | Hold |
5,109
| – | – | 0.12% | 114 |
|
|
2014
Q4 | $211K | Hold |
5,109
| – | – | 0.13% | 119 |
|
|
2014
Q3 | $174K | Hold |
5,109
| – | – | 0.11% | 129 |
|
|
2014
Q2 | $195K | Hold |
5,109
| – | – | 0.12% | 125 |
|
|
2014
Q1 | $180K | Hold |
5,109
| – | – | 0.12% | 132 |
|
|
2013
Q4 | $164K | Hold |
5,109
| – | – | 0.1% | 137 |
|
|
2013
Q3 | $157K | Sell |
5,109
-307
| -6% | -$9.43K | 0.12% | 126 |
|
|
2013
Q2 | $173K | Buy |
+5,416
| New | +$173K | 0.13% | 120 |
|