Wealthspire Advisors (Maryland)’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 |
-97
| Closed | -$5K | – | 2734 |
|
|
2018
Q1 | $5K | Sell |
97
-3
| -3% | -$155 | ﹤0.01% | 1873 |
|
|
2017
Q4 | $5K | Buy |
100
+30
| +43% | +$1.5K | ﹤0.01% | 1875 |
|
|
2017
Q3 | $3K | Buy |
70
+4
| +6% | +$171 | ﹤0.01% | 1951 |
|
|
2017
Q2 | $3K | Sell |
66
-25
| -27% | -$1.14K | ﹤0.01% | 1954 |
|
|
2017
Q1 | $5K | Buy |
91
+45
| +98% | +$2.47K | ﹤0.01% | 1545 |
|
|
2016
Q4 | $3K | Sell |
46
-5
| -10% | -$326 | ﹤0.01% | 1528 |
|
|
2016
Q3 | $3K | Buy |
51
+5
| +11% | +$294 | ﹤0.01% | 1525 |
|
|
2016
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 1480 |
|
|
2016
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1611 |
|