Wealthspire Advisors (Maryland)’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 |
-452
| Closed | -$14K | – | 2709 |
|
|
2018
Q1 | $14K | Sell |
452
-97
| -18% | -$3K | ﹤0.01% | 1445 |
|
|
2017
Q4 | $18K | Buy |
549
+135
| +33% | +$4.43K | ﹤0.01% | 1368 |
|
|
2017
Q3 | $13K | Sell |
414
-211
| -34% | -$6.63K | ﹤0.01% | 1487 |
|
|
2017
Q2 | $18K | Sell |
625
-20
| -3% | -$576 | ﹤0.01% | 1318 |
|
|
2017
Q1 | $19K | Buy |
645
+131
| +25% | +$3.86K | ﹤0.01% | 1113 |
|
|
2016
Q4 | $14K | Hold |
514
| – | – | ﹤0.01% | 1129 |
|
|
2016
Q3 | $14K | Hold |
514
| – | – | ﹤0.01% | 1172 |
|
|
2016
Q2 | $16K | Buy |
514
+13
| +3% | +$405 | ﹤0.01% | 1084 |
|
|
2016
Q1 | $16K | Sell |
501
-5
| -1% | -$160 | ﹤0.01% | 1053 |
|
|
2015
Q4 | $14K | Buy |
+506
| New | +$14K | ﹤0.01% | 1102 |
|