WAM
WR

Wealthspire Advisors (Maryland)’s Westar Energy Inc WR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WR Stock Details WR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-97
Closed -$5K – 2736
2018
Q1 		$5K Sell
97
-3
-3% -$152 ﹤0.01% 1873
2017
Q4 		$5K Buy
100
+30
+43% +$1.62K ﹤0.01% 1875
2017
Q3 		$3K Buy
70
+4
+6% +$203 ﹤0.01% 1951
2017
Q2 		$3K Sell
66
-25
-27% -$1.32K ﹤0.01% 1954
2017
Q1 		$5K Buy
91
+45
+98% +$2.45K ﹤0.01% 1546
2016
Q4 		$3K Sell
46
-5
-10% -$284 ﹤0.01% 1528
2016
Q3 		$3K Buy
51
+5
+11% +$277 ﹤0.01% 1525
2016
Q2 		$3K Hold
46
– – ﹤0.01% 1480
2016
Q1 		$2K Buy
+46
New +$2.05K ﹤0.01% 1611

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OSNBOA
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AW
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