Trust Company of Vermont’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 |
-2,200
| Closed | -$116K | – | 1117 |
|
|
2018
Q1 | $116K | Hold |
2,200
| – | – | 0.01% | 381 |
|
|
2017
Q4 | $116K | Hold |
2,200
| – | – | 0.01% | 386 |
|
|
2017
Q3 | $109K | Hold |
2,200
| – | – | 0.01% | 393 |
|
|
2017
Q2 | $117K | Sell |
2,200
-250
| -10% | -$13.3K | 0.01% | 394 |
|
|
2017
Q1 | $133K | Buy |
2,450
+450
| +23% | +$24.4K | 0.01% | 364 |
|
|
2016
Q4 | $113K | Hold |
2,000
| – | – | 0.01% | 373 |
|
|
2016
Q3 | $114K | Hold |
2,000
| – | – | 0.01% | 335 |
|
|
2016
Q2 | $112K | Hold |
2,000
| – | – | 0.01% | 304 |
|
|
2016
Q1 | $99K | Sell |
2,000
-440
| -18% | -$21.8K | 0.01% | 318 |
|
|
2015
Q4 | $103K | Buy |
2,440
+440
| +22% | +$18.6K | 0.01% | 313 |
|
|
2015
Q3 | $77K | Hold |
2,000
| – | – | 0.01% | 340 |
|
|
2015
Q2 | $68K | Hold |
2,000
| – | – | 0.01% | 359 |
|
|
2015
Q1 | $78K | Hold |
2,000
| – | – | 0.01% | 341 |
|
|
2014
Q4 | $82K | Hold |
2,000
| – | – | 0.01% | 335 |
|
|
2014
Q3 | $68K | Hold |
2,000
| – | – | 0.01% | 348 |
|
|
2014
Q2 | $76K | Hold |
2,000
| – | – | 0.01% | 326 |
|
|
2014
Q1 | $70K | Hold |
2,000
| – | – | 0.01% | 326 |
|
|
2013
Q4 | $64K | Hold |
2,000
| – | – | 0.01% | 327 |
|
|
2013
Q3 | $61K | Hold |
2,000
| – | – | 0.01% | 313 |
|
|
2013
Q2 | $64K | Buy |
+2,000
| New | +$64K | 0.01% | 303 |
|