Trust Company’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,795
| Closed | -$568K | – | 367 |
|
|
2018
Q1 | $568K | Sell |
10,795
-200
| -2% | -$10.1K | 0.21% | 56 |
|
|
2017
Q4 | $581K | Hold |
10,995
| – | – | 0.24% | 45 |
|
|
2017
Q3 | $545K | Sell |
10,995
-379
| -3% | -$19.3K | 0.3% | 39 |
|
|
2017
Q2 | $603K | Sell |
11,374
-475
| -4% | -$25.2K | 0.28% | 51 |
|
|
2017
Q1 | $643K | Buy |
11,849
+252
| +2% | +$13.7K | 0.29% | 60 |
|
|
2016
Q4 | $653K | Sell |
11,597
-2,136
| -16% | -$121K | 0.33% | 59 |
|
|
2016
Q3 | $779K | Sell |
13,733
-490
| -3% | -$27.1K | 0.34% | 76 |
|
|
2016
Q2 | $798K | Sell |
14,223
-200
| -1% | -$10.6K | 0.3% | 70 |
|
|
2016
Q1 | $716K | Buy |
14,423
+3,465
| +32% | +$155K | 0.33% | 67 |
|
|
2015
Q4 | $465K | Sell |
10,958
-167
| -2% | -$6.83K | 0.22% | 68 |
|
|
2015
Q3 | $428K | Sell |
11,125
-233
| -2% | -$8.6K | 0.24% | 68 |
|
|
2015
Q2 | $389K | Buy |
11,358
+8,115
| +250% | +$297K | 0.24% | 87 |
|
|
2015
Q1 | $126K | Buy |
+3,243
| New | +$130K | 0.08% | 113 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW