Mark Sheptoff Financial Planning’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 |
-900
| Closed | -$29K | – | 405 |
|
|
2018
Q1 | $29K | Hold |
900
| – | – | 0.02% | 206 |
|
|
2017
Q4 | $29K | Hold |
900
| – | – | 0.02% | 214 |
|
|
2017
Q3 | $27K | Hold |
900
| – | – | 0.02% | 218 |
|
|
2017
Q2 | $26K | Sell |
900
-1
| -0.1% | -$29 | 0.02% | 213 |
|
|
2017
Q1 | $26K | Buy |
901
+1
| +0.1% | +$28 | 0.02% | 215 |
|
|
2016
Q4 | $25K | Hold |
900
| – | – | 0.02% | 206 |
|
|
2016
Q3 | $25K | Hold |
900
| – | – | 0.02% | 207 |
|
|
2016
Q2 | $27K | Sell |
900
-100
| -10% | -$3.07K | 0.02% | 189 |
|
|
2016
Q1 | $32K | Hold |
1,000
| – | – | 0.03% | 178 |
|
|
2015
Q4 | $27K | Hold |
1,000
| – | – | 0.02% | 199 |
|
|
2015
Q3 | $27K | Hold |
1,000
| – | – | 0.02% | 197 |
|
|
2015
Q2 | $24K | Hold |
1,000
| – | – | 0.02% | 209 |
|
|
2015
Q1 | $27K | Hold |
1,000
| – | – | 0.02% | 202 |
|
|
2014
Q4 | $28K | Hold |
1,000
| – | – | 0.02% | 198 |
|
|
2014
Q3 | $24K | Hold |
1,000
| – | – | 0.02% | 214 |
|
|
2014
Q2 | $27K | Hold |
1,000
| – | – | 0.02% | 208 |
|
|
2014
Q1 | $27K | Buy |
+1,000
| New | +$25.3K | 0.02% | 218 |
|