EWM
GXP
Evercore Wealth Management’s Great Plains Energy Incorporated GXP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-364
| Closed | -$9K | – | 1089 |
|
2015
Q2 | $9K | Buy |
+364
| New | +$9K | ﹤0.01% | 939 |
|
2015
Q1 | – | Sell |
-1,350
| Closed | -$38K | – | 1059 |
|
2014
Q4 | $38K | Hold |
1,350
| – | – | ﹤0.01% | 582 |
|
2014
Q3 | $33K | Hold |
1,350
| – | – | ﹤0.01% | 672 |
|
2014
Q2 | $36K | Sell |
1,350
-950
| -41% | -$25.3K | ﹤0.01% | 658 |
|
2014
Q1 | $63K | Buy |
+2,300
| New | +$63K | ﹤0.01% | 563 |
|