WealthTrust Axiom’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 |
-16,850
| Closed | -$886K | – | 238 |
|
|
2018
Q1 | $886K | Sell |
16,850
-500
| -3% | -$26.3K | 0.32% | 75 |
|
|
2017
Q4 | $916K | Sell |
17,350
-500
| -3% | -$26.4K | 0.34% | 72 |
|
|
2017
Q3 | $885K | Hold |
17,850
| – | – | 0.34% | 74 |
|
|
2017
Q2 | $946K | Sell |
17,850
-600
| -3% | -$31.8K | 0.36% | 74 |
|
|
2017
Q1 | $1M | Sell |
18,450
-500
| -3% | -$27.1K | 0.37% | 73 |
|
|
2016
Q4 | $1.07M | Sell |
18,950
-500
| -3% | -$28.2K | 0.39% | 69 |
|
|
2016
Q3 | $1.1M | Sell |
19,450
-200
| -1% | -$11.3K | 0.41% | 70 |
|
|
2016
Q2 | $1.1M | Sell |
19,650
-2,400
| -11% | -$135K | 0.42% | 62 |
|
|
2016
Q1 | $1.09M | Buy |
22,050
+1,500
| +7% | +$74.4K | 0.43% | 66 |
|
|
2015
Q4 | $871K | Sell |
20,550
-1,900
| -8% | -$80.5K | 0.35% | 74 |
|
|
2015
Q3 | $862K | Hold |
22,450
| – | – | 0.36% | 72 |
|
|
2015
Q2 | $768K | Sell |
22,450
-500
| -2% | -$17.1K | 0.28% | 80 |
|
|
2015
Q1 | $889K | Hold |
22,950
| – | – | 0.32% | 73 |
|
|
2014
Q4 | $946K | Sell |
22,950
-600
| -3% | -$24.7K | 0.34% | 72 |
|
|
2014
Q3 | $803K | Sell |
23,550
-700
| -3% | -$23.9K | 0.28% | 81 |
|
|
2014
Q2 | $926K | Sell |
24,250
-800
| -3% | -$30.5K | 0.31% | 70 |
|
|
2014
Q1 | $880K | Sell |
25,050
-500
| -2% | -$17.6K | 0.32% | 69 |
|
|
2013
Q4 | $821K | Hold |
25,550
| – | – | 0.32% | 71 |
|
|
2013
Q3 | $783K | Hold |
25,550
| – | – | 0.32% | 71 |
|
|
2013
Q2 | $816K | Buy |
+25,550
| New | +$816K | 0.35% | 65 |
|