Focused Wealth Management’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 |
-200
| Closed | -$6K | – | 765 |
|
|
2018
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 549 |
|
|
2017
Q4 | $6K | Sell |
200
-400
| -67% | -$13.2K | ﹤0.01% | 535 |
|
|
2017
Q3 | $18K | Buy |
600
+400
| +200% | +$12.2K | 0.01% | 359 |
|
|
2017
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 546 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 534 |
|
|
2016
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 559 |
|
|
2016
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 541 |
|
|
2016
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 512 |
|
|
2016
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 473 |
|
|
2015
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 522 |
|
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 512 |
|
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 518 |
|
|
2015
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 539 |
|
|
2014
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 499 |
|
|
2014
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 529 |
|
|
2014
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 523 |
|
|
2014
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 498 |
|
|
2013
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 490 |
|
|
2013
Q3 | $4K | Buy |
+200
| New | +$4.61K | ﹤0.01% | 485 |
|
Other funds holding GXP
Focused Wealth Management's GXP Position: Q2 2018 in Review
Focused Wealth Management sold out of Great Plains Energy Incorporated (GXP) in Q2 2018, closing a stake of 200 shares — an estimated $6K sold.
Focused Wealth Management first reported a position in GXP in Q3 2013 and held it in 19 quarters. The position peaked at $18K in Q3 2017. 2 funds tracked by Wall St. Rank hold GXP as of Q2 2018.
- Focused Wealth Management reported no remaining Great Plains Energy Incorporated position as of Q2 2018 after selling out during the quarter.
- Focused Wealth Management sold 200 Great Plains Energy Incorporated shares in Q2 2018, an estimated $6K.
- Focused Wealth Management first reported a position in Great Plains Energy Incorporated in Q3 2013 and held it in 19 quarters.
- Focused Wealth Management's Great Plains Energy Incorporated position peaked at $18K in Q3 2017.
- 2 funds tracked by Wall St. Rank held Great Plains Energy Incorporated as of Q2 2018.
Based on Focused Wealth Management's 13F filing for Q2 2018, filed 15 Aug 2018.