Nisa Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-57,464
| Closed | -$3M | – | 1934 |
|
|
2018
Q1 | $3M | Buy |
57,464
+5,264
| +10% | +$275K | 0.03% | 482 |
|
|
2017
Q4 | $2.76M | Buy |
52,200
+8,000
| +18% | +$422K | 0.03% | 509 |
|
|
2017
Q3 | $2.19M | Sell |
44,200
-1,000
| -2% | -$49.6K | 0.02% | 557 |
|
|
2017
Q2 | $2.4M | Sell |
45,200
-2,000
| -4% | -$106K | 0.03% | 540 |
|
|
2017
Q1 | $2.56M | Sell |
47,200
-3,000
| -6% | -$163K | 0.03% | 529 |
|
|
2016
Q4 | $2.83M | Buy |
50,200
+5,000
| +11% | +$282K | 0.03% | 478 |
|
|
2016
Q3 | $2.57M | Buy |
45,200
+1,000
| +2% | +$56.7K | 0.03% | 490 |
|
|
2016
Q2 | $2.48M | Hold |
44,200
| – | – | 0.03% | 489 |
|
|
2016
Q1 | $2.19M | Hold |
44,200
| – | – | 0.03% | 514 |
|
|
2015
Q4 | $1.88M | Sell |
44,200
-8,200
| -16% | -$348K | 0.03% | 559 |
|
|
2015
Q3 | $2M | Hold |
52,400
| – | – | 0.03% | 532 |
|
|
2015
Q2 | $1.79M | Hold |
52,400
| – | – | 0.03% | 603 |
|
|
2015
Q1 | $2.03M | Buy |
52,400
+6,500
| +14% | +$252K | 0.03% | 575 |
|
|
2014
Q4 | $1.89M | Sell |
45,900
-2,900
| -6% | -$120K | 0.03% | 598 |
|
|
2014
Q3 | $1.67M | Sell |
48,800
-17,070
| -26% | -$582K | 0.02% | 617 |
|
|
2014
Q2 | $2.52M | Buy |
65,870
+19,970
| +44% | +$763K | 0.03% | 498 |
|
|
2014
Q1 | $1.61M | Hold |
45,900
| – | – | 0.02% | 630 |
|
|
2013
Q4 | $1.48M | Sell |
45,900
-9,900
| -18% | -$319K | 0.02% | 647 |
|
|
2013
Q3 | $1.71M | Sell |
55,800
-51,470
| -48% | -$1.58M | 0.03% | 582 |
|
|
2013
Q2 | $3.43M | Buy |
+107,270
| New | +$3.43M | 0.05% | 339 |
|