SVB Wealth’s Great Plains Energy Incorporated GXP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-33,788
| Closed | -$1.07M | – | 468 |
|
2018
Q1 | $1.07M | Buy |
33,788
+4,141
| +14% | +$132K | 0.04% | 251 |
|
2017
Q4 | $956K | Buy |
29,647
+873
| +3% | +$28.2K | 0.04% | 266 |
|
2017
Q3 | $872K | Buy |
28,774
+7,502
| +35% | +$227K | 0.03% | 278 |
|
2017
Q2 | $623K | Buy |
21,272
+3,217
| +18% | +$94.2K | 0.02% | 327 |
|
2017
Q1 | $528K | Buy |
+18,055
| New | +$528K | 0.02% | 340 |
|