JGUA
GXP
John G. Ullman & Associates’s Great Plains Energy Incorporated GXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-282,928
| Closed | -$8.99M | – | 117 |
|
|
2018
Q1 | $8.99M | Sell |
282,928
-1,250
| -0.4% | -$39.7K | 1.74% | 19 |
|
|
2017
Q4 | $9.16M | Sell |
284,178
-3,966
| -1% | -$128K | 1.83% | 15 |
|
|
2017
Q3 | $8.73M | Sell |
288,144
-2,476
| -0.9% | -$75K | 1.7% | 18 |
|
|
2017
Q2 | $8.51M | Sell |
290,620
-1,940
| -0.7% | -$56.8K | 1.69% | 18 |
|
|
2017
Q1 | $8.55M | Buy |
292,560
+88,150
| +43% | +$2.58M | 1.77% | 14 |
|
|
2016
Q4 | $5.59M | Buy |
204,410
+21,125
| +12% | +$578K | 1.17% | 29 |
|
|
2016
Q3 | $5M | Sell |
183,285
-114,015
| -38% | -$3.11M | 1.03% | 35 |
|
|
2016
Q2 | $9.04M | Sell |
297,300
-2,220
| -0.7% | -$67.5K | 1.86% | 14 |
|
|
2016
Q1 | $9.66M | Sell |
299,520
-9,975
| -3% | -$322K | 2.27% | 11 |
|
|
2015
Q4 | $8.45M | Sell |
309,495
-11,600
| -4% | -$317K | 1.87% | 15 |
|
|
2015
Q3 | $8.68M | Sell |
321,095
-18,680
| -5% | -$505K | 2.06% | 14 |
|
|
2015
Q2 | $8.21M | Sell |
339,775
-17,500
| -5% | -$423K | 1.55% | 18 |
|
|
2015
Q1 | $9.53M | Sell |
357,275
-11,420
| -3% | -$305K | 1.81% | 15 |
|
|
2014
Q4 | $10.5M | Sell |
368,695
-7,780
| -2% | -$221K | 1.97% | 12 |
|
|
2014
Q3 | $9.1M | Sell |
376,475
-9,705
| -3% | -$235K | 1.75% | 14 |
|
|
2014
Q2 | $10.4M | Sell |
386,180
-7,400
| -2% | -$199K | 1.9% | 14 |
|
|
2014
Q1 | $10.6M | Sell |
393,580
-8,620
| -2% | -$233K | 1.97% | 13 |
|
|
2013
Q4 | $9.75M | Sell |
402,200
-35,750
| -8% | -$867K | 1.86% | 15 |
|
|
2013
Q3 | $9.72M | Buy |
437,950
+28,860
| +7% | +$641K | 1.98% | 12 |
|
|
2013
Q2 | $9.22M | Buy |
+409,090
| New | +$9.22M | 1.93% | 13 |
|