WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $19K | Hold |
355
| – | – | ﹤0.01% | 976 |
|
|
2017
Q1 | $19K | Hold |
355
| – | – | 0.01% | 904 |
|
|
2016
Q4 | $20K | Hold |
355
| – | – | ﹤0.01% | 945 |
|
|
2016
Q3 | $20K | Hold |
355
| – | – | 0.01% | 955 |
|
|
2016
Q2 | $20K | Sell |
355
-406
| -53% | -$22.9K | 0.01% | 922 |
|
|
2016
Q1 | $38K | Buy |
761
+3
| +0.4% | +$150 | 0.01% | 741 |
|
|
2015
Q4 | $32K | Buy |
758
+4
| +0.5% | +$169 | 0.01% | 783 |
|
|
2015
Q3 | $29K | Buy |
754
+4
| +0.5% | +$154 | 0.01% | 794 |
|
|
2015
Q2 | $26K | Buy |
750
+4
| +0.5% | +$139 | 0.01% | 912 |
|
|
2015
Q1 | $29K | Sell |
746
-181
| -20% | -$7.04K | 0.01% | 897 |
|
|
2014
Q4 | $38K | Buy |
927
+4
| +0.4% | +$164 | 0.01% | 989 |
|
|
2014
Q3 | $31K | Buy |
923
+4
| +0.4% | +$134 | 0.01% | 1112 |
|
|
2014
Q2 | $35K | Buy |
919
+3
| +0.3% | +$114 | 0.01% | 1054 |
|
|
2014
Q1 | $32K | Buy |
916
+4
| +0.4% | +$140 | 0.01% | 1079 |
|
|
2013
Q4 | $29K | Sell |
912
-754
| -45% | -$24K | ﹤0.01% | 1198 |
|
|
2013
Q3 | $51K | Buy |
1,666
+87
| +6% | +$2.66K | 0.01% | 925 |
|
|
2013
Q2 | $50K | Buy |
+1,579
| New | +$50K | 0.01% | 887 |
|