UMB Bank’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 |
-12,246
| Closed | -$644K | – | 351 |
|
|
2018
Q1 | $644K | Buy |
12,246
+411
| +3% | +$21.6K | 0.02% | 234 |
|
|
2017
Q4 | $625K | Buy |
11,835
+4,453
| +60% | +$235K | 0.02% | 229 |
|
|
2017
Q3 | $366K | Buy |
7,382
+46
| +0.6% | +$2.28K | 0.01% | 264 |
|
|
2017
Q2 | $389K | Hold |
7,336
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $398K | Buy |
7,336
+962
| +15% | +$52.2K | 0.01% | 259 |
|
|
2016
Q4 | $359K | Sell |
6,374
-99
| -2% | -$5.58K | 0.01% | 265 |
|
|
2016
Q3 | $367K | Buy |
6,473
+367
| +6% | +$20.8K | 0.01% | 266 |
|
|
2016
Q2 | $343K | Hold |
6,106
| – | – | 0.01% | 264 |
|
|
2016
Q1 | $303K | Hold |
6,106
| – | – | 0.01% | 285 |
|
|
2015
Q4 | $259K | Sell |
6,106
-258
| -4% | -$10.9K | 0.01% | 310 |
|
|
2015
Q3 | $244K | Sell |
6,364
-500
| -7% | -$19.2K | 0.01% | 265 |
|
|
2015
Q2 | $234 | Buy |
6,864
+229
| +3% | +$8 | 0.01% | 290 |
|
|
2015
Q1 | $257 | Sell |
6,635
-300
| -4% | -$12 | 0.01% | 272 |
|
|
2014
Q4 | $286K | Hold |
6,935
| – | – | 0.01% | 256 |
|
|
2014
Q3 | $237 | Sell |
6,935
-150
| -2% | -$5 | 0.01% | 272 |
|
|
2014
Q2 | $271K | Buy |
7,085
+417
| +6% | +$16K | 0.01% | 265 |
|
|
2014
Q1 | $234K | Buy |
+6,668
| New | +$234K | 0.01% | 277 |
|