Mosaic Family Wealth’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 |
-500
| Closed | -$16K | – | 711 |
|
|
2018
Q1 | $16K | Hold |
500
| – | – | 0.01% | 469 |
|
|
2017
Q4 | $16K | Hold |
500
| – | – | 0.01% | 480 |
|
|
2017
Q3 | $15K | Hold |
500
| – | – | 0.01% | 522 |
|
|
2017
Q2 | $15K | Hold |
500
| – | – | 0.01% | 470 |
|
|
2017
Q1 | $15K | Hold |
500
| – | – | 0.01% | 477 |
|
|
2016
Q4 | $14K | Hold |
500
| – | – | 0.01% | 477 |
|
|
2016
Q3 | $14K | Hold |
500
| – | – | 0.01% | 481 |
|
|
2016
Q2 | $16K | Hold |
500
| – | – | 0.01% | 476 |
|
|
2016
Q1 | $16K | Hold |
500
| – | – | 0.01% | 473 |
|
|
2015
Q4 | $13K | Buy |
+500
| New | +$13.5K | 0.01% | 500 |
|