American Investment Services’s Great Plains Energy Incorporated GXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-34,735
| Closed | -$1.1M | – | 119 |
|
|
2018
Q1 | $1.1M | Hold |
34,735
| – | – | 0.39% | 41 |
|
|
2017
Q4 | $1.12M | Hold |
34,735
| – | – | 0.41% | 44 |
|
|
2017
Q3 | $1.05M | Hold |
34,735
| – | – | 0.4% | 46 |
|
|
2017
Q2 | $1.02M | Buy |
34,735
+914
| +3% | +$26.6K | 0.4% | 47 |
|
|
2017
Q1 | $988K | Hold |
33,821
| – | – | 0.4% | 49 |
|
|
2016
Q4 | $925K | Hold |
33,821
| – | – | 0.39% | 51 |
|
|
2016
Q3 | $923K | Hold |
33,821
| – | – | 0.38% | 50 |
|
|
2016
Q2 | $1.03M | Sell |
33,821
-564
| -2% | -$17.3K | 0.44% | 46 |
|
|
2016
Q1 | $1.11M | Hold |
34,385
| – | – | 0.54% | 33 |
|
|
2015
Q4 | $939K | Buy |
+34,385
| New | +$932K | 0.51% | 38 |
|
|
2014
Q2 | – | Sell |
-11,260
| Closed | -$304K | – | 81 |
|
|
2014
Q1 | $304K | Sell |
11,260
-2,346
| -17% | -$59.4K | 0.17% | 61 |
|
|
2013
Q4 | $330K | Hold |
13,606
| – | – | 0.2% | 57 |
|
|
2013
Q3 | $302K | Sell |
13,606
-10,929
| -45% | -$252K | 0.19% | 59 |
|
|
2013
Q2 | $553K | Buy |
+24,535
| New | +$570K | 0.35% | 43 |
|