Accel Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-197
| Closed | -$12.1K | – | 387 |
|
|
2023
Q1 | $12.1K | Buy |
197
+1
| +0.5% | +$61 | ﹤0.01% | 840 |
|
|
2022
Q4 | $12.4K | Hold |
196
| – | – | 0.01% | 661 |
|
|
2022
Q3 | $12K | Buy |
196
+1
| +0.5% | +$61 | 0.01% | 690 |
|
|
2022
Q2 | $13K | Buy |
195
+10
| +5% | +$667 | 0.01% | 639 |
|
|
2022
Q1 | $13K | Buy |
185
+1
| +0.5% | +$70 | 0.01% | 655 |
|
|
2021
Q4 | $13K | Buy |
184
+1
| +0.5% | +$71 | 0.01% | 654 |
|
|
2021
Q3 | $11K | Hold |
183
| – | – | 0.01% | 614 |
|
|
2021
Q2 | $11K | Buy |
183
+1
| +0.5% | +$60 | 0.01% | 675 |
|
|
2021
Q1 | $11K | Buy |
182
+1
| +0.6% | +$60 | 0.01% | 636 |
|
|
2020
Q4 | $10K | Buy |
+181
| New | +$10K | 0.01% | 615 |
|