Northwestern Mutual Wealth Management’s Westar Energy Inc WR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,723
| Closed | -$91K | – | 2599 |
|
|
2018
Q1 | $91K | Hold |
1,723
| – | – | ﹤0.01% | 991 |
|
|
2017
Q4 | $91K | Sell |
1,723
-1,782
| -51% | -$96.1K | ﹤0.01% | 953 |
|
|
2017
Q3 | $174K | Sell |
3,505
-1,863
| -35% | -$94.7K | ﹤0.01% | 730 |
|
|
2017
Q2 | $285K | Buy |
5,368
+2,882
| +116% | +$153K | ﹤0.01% | 597 |
|
|
2017
Q1 | $135K | Buy |
2,486
+46
| +2% | +$2.5K | ﹤0.01% | 744 |
|
|
2016
Q4 | $137K | Buy |
+2,440
| New | +$139K | ﹤0.01% | 738 |
|
|
2016
Q3 | – | Sell |
-6,030
| Closed | -$338K | – | 2045 |
|
|
2016
Q2 | $338K | Buy |
6,030
+4,611
| +325% | +$244K | ﹤0.01% | 482 |
|
|
2016
Q1 | $71K | Buy |
1,419
+499
| +54% | +$22.3K | ﹤0.01% | 808 |
|
|
2015
Q4 | $39K | Sell |
920
-23
| -2% | -$940 | ﹤0.01% | 846 |
|
|
2015
Q3 | $36K | Buy |
943
+239
| +34% | +$8.83K | ﹤0.01% | 778 |
|
|
2015
Q2 | $24K | Buy |
704
+161
| +30% | +$5.89K | ﹤0.01% | 843 |
|
|
2015
Q1 | $21K | Sell |
543
-621
| -53% | -$25K | ﹤0.01% | 867 |
|
|
2014
Q4 | $48K | Buy |
1,164
+348
| +43% | +$13.3K | ﹤0.01% | 670 |
|
|
2014
Q3 | $28K | Buy |
816
+12
| +1% | +$434 | ﹤0.01% | 738 |
|
|
2014
Q2 | $31K | Sell |
804
-480
| -37% | -$17.2K | ﹤0.01% | 686 |
|
|
2014
Q1 | $45K | Buy |
1,284
+750
| +140% | +$25.2K | ﹤0.01% | 619 |
|
|
2013
Q4 | $17K | Sell |
534
-67
| -11% | -$2.12K | ﹤0.01% | 822 |
|
|
2013
Q3 | $18K | Hold |
601
| – | – | ﹤0.01% | 764 |
|
|
2013
Q2 | $19K | Buy |
+601
| New | +$19.7K | ﹤0.01% | 723 |
|
Other funds holding WR
N
LTFS
OSNBOA
AW