Wilbanks Smith & Thomas Asset Management’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 |
-5,360
| Closed | -$282K | – | 372 |
|
|
2018
Q1 | $282K | Hold |
5,360
| – | – | 0.02% | 270 |
|
|
2017
Q4 | $283K | Hold |
5,360
| – | – | 0.02% | 275 |
|
|
2017
Q3 | $266K | Hold |
5,360
| – | – | 0.02% | 266 |
|
|
2017
Q2 | $284K | Sell |
5,360
-90
| -2% | -$4.77K | 0.02% | 246 |
|
|
2017
Q1 | $296K | Hold |
5,450
| – | – | 0.03% | 233 |
|
|
2016
Q4 | $307K | Buy |
5,450
+90
| +2% | +$5.07K | 0.03% | 223 |
|
|
2016
Q3 | $304K | Hold |
5,360
| – | – | 0.03% | 216 |
|
|
2016
Q2 | $301K | Hold |
5,360
| – | – | 0.03% | 220 |
|
|
2016
Q1 | $266K | Hold |
5,360
| – | – | 0.03% | 232 |
|
|
2015
Q4 | $227K | Hold |
5,360
| – | – | 0.02% | 241 |
|
|
2015
Q3 | $206K | Buy |
+5,360
| New | +$206K | 0.03% | 249 |
|
|
2015
Q2 | – | Sell |
-5,360
| Closed | -$208K | – | 333 |
|
|
2015
Q1 | $208K | Hold |
5,360
| – | – | 0.02% | 285 |
|
|
2014
Q4 | $221K | Buy |
+5,360
| New | +$221K | 0.02% | 277 |
|
|
2014
Q3 | – | Sell |
-5,360
| Closed | -$205K | – | 313 |
|
|
2014
Q2 | $205K | Buy |
+5,360
| New | +$205K | 0.02% | 272 |
|