Zurich Cantonal Bank’s Westar Energy Inc WR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-30,937
| Closed | -$1.63M | – | 2592 |
|
|
2018
Q1 | $1.63M | Buy |
30,937
+5,941
| +24% | +$312K | 0.01% | 694 |
|
|
2017
Q4 | $1.32M | Hold |
24,996
| – | – | 0.01% | 734 |
|
|
2017
Q3 | $1.24M | Hold |
24,996
| – | – | 0.01% | 737 |
|
|
2017
Q2 | $1.33M | Buy |
24,996
+3,200
| +15% | +$170K | 0.01% | 731 |
|
|
2017
Q1 | $1.18M | Hold |
21,796
| – | – | 0.01% | 757 |
|
|
2016
Q4 | $1.23M | Sell |
21,796
-2,292
| -10% | -$129K | 0.01% | 731 |
|
|
2016
Q3 | $1.37M | Buy |
24,088
+10,184
| +73% | +$578K | 0.01% | 703 |
|
|
2016
Q2 | $780K | Buy |
13,904
+10,048
| +261% | +$564K | 0.01% | 748 |
|
|
2016
Q1 | $191K | Buy |
3,856
+515
| +15% | +$25.5K | ﹤0.01% | 932 |
|
|
2015
Q4 | $142K | Buy |
3,341
+1,976
| +145% | +$84K | ﹤0.01% | 1005 |
|
|
2015
Q3 | $52K | Buy |
1,365
+1,036
| +315% | +$39.5K | ﹤0.01% | 1074 |
|
|
2015
Q2 | $11K | Hold |
329
| – | – | ﹤0.01% | 1361 |
|
|
2015
Q1 | $13K | Sell |
329
-29,671
| -99% | -$1.17M | ﹤0.01% | 1260 |
|
|
2014
Q4 | $1.24M | Hold |
30,000
| – | – | 0.04% | 490 |
|
|
2014
Q3 | $1.02M | Hold |
30,000
| – | – | 0.03% | 517 |
|
|
2014
Q2 | $1.15M | Hold |
30,000
| – | – | 0.03% | 524 |
|
|
2014
Q1 | $1.06M | Buy |
+30,000
| New | +$1.06M | 0.03% | 509 |
|