United Capital Financial Advisors’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 |
-9,667
| Closed | -$508K | – | 1387 |
|
|
2018
Q1 | $508K | Sell |
9,667
-80
| -0.8% | -$4.2K | ﹤0.01% | 952 |
|
|
2017
Q4 | $515K | Buy |
9,747
+3,985
| +69% | +$211K | ﹤0.01% | 957 |
|
|
2017
Q3 | $286K | Buy |
5,762
+397
| +7% | +$19.7K | ﹤0.01% | 1127 |
|
|
2017
Q2 | $284K | Sell |
5,365
-738
| -12% | -$39.1K | ﹤0.01% | 1090 |
|
|
2017
Q1 | $331K | Buy |
6,103
+263
| +5% | +$14.3K | ﹤0.01% | 1018 |
|
|
2016
Q4 | $329K | Buy |
5,840
+235
| +4% | +$13.2K | ﹤0.01% | 1022 |
|
|
2016
Q3 | $318K | Buy |
+5,605
| New | +$318K | ﹤0.01% | 1059 |
|
|
2016
Q2 | – | Sell |
-18,989
| Closed | -$942K | – | 1327 |
|
|
2016
Q1 | $942K | Sell |
18,989
-405
| -2% | -$20.1K | 0.01% | 710 |
|
|
2015
Q4 | $823K | Buy |
19,394
+5,767
| +42% | +$245K | 0.01% | 741 |
|
|
2015
Q3 | $524K | Buy |
13,627
+2,027
| +17% | +$77.9K | 0.01% | 881 |
|
|
2015
Q2 | $397K | Buy |
11,600
+1,797
| +18% | +$61.5K | ﹤0.01% | 997 |
|
|
2015
Q1 | $369K | Sell |
9,803
-141
| -1% | -$5.31K | ﹤0.01% | 1013 |
|
|
2014
Q4 | $410K | Buy |
9,944
+425
| +4% | +$17.5K | 0.01% | 885 |
|
|
2014
Q3 | $325K | Buy |
+9,519
| New | +$325K | 0.01% | 915 |
|