Whittier Trust’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 |
-1,186
| Closed | -$62K | – | 1380 |
|
|
2018
Q1 | $62K | Hold |
1,186
| – | – | ﹤0.01% | 731 |
|
|
2017
Q4 | $63K | Hold |
1,186
| – | – | ﹤0.01% | 700 |
|
|
2017
Q3 | $59K | Hold |
1,186
| – | – | ﹤0.01% | 704 |
|
|
2017
Q2 | $63K | Buy |
1,186
+571
| +93% | +$30.3K | ﹤0.01% | 661 |
|
|
2017
Q1 | $33K | Hold |
615
| – | – | ﹤0.01% | 803 |
|
|
2016
Q4 | $35K | Hold |
615
| – | – | ﹤0.01% | 778 |
|
|
2016
Q3 | $35K | Hold |
615
| – | – | ﹤0.01% | 762 |
|
|
2016
Q2 | $34K | Hold |
615
| – | – | ﹤0.01% | 785 |
|
|
2016
Q1 | $31K | Buy |
+615
| New | +$31K | ﹤0.01% | 801 |
|