VWM
GXP
Valley Wealth Managers’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 |
-536,068
| Closed | -$17M | – | 125 |
|
|
2018
Q1 | $17M | Buy |
536,068
+17,335
| +3% | +$551K | 2.07% | 24 |
|
|
2017
Q4 | $16.7M | Sell |
518,733
-4,245
| -0.8% | -$137K | 2.01% | 30 |
|
|
2017
Q3 | $15.8M | Buy |
522,978
+9,243
| +2% | +$280K | 1.99% | 29 |
|
|
2017
Q2 | $15M | Buy |
513,735
+8,650
| +2% | +$253K | 2.02% | 26 |
|
|
2017
Q1 | $14.8M | Buy |
505,085
+25,935
| +5% | +$758K | 1.96% | 26 |
|
|
2016
Q4 | $13.1M | Buy |
+479,150
| New | +$13.1M | 1.87% | 34 |
|