Accurate Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,942
| Closed | -$210K | – | 293 |
|
|
2023
Q4 | $210K | Sell |
3,942
-248
| -6% | -$13.2K | 0.07% | 258 |
|
|
2023
Q3 | $210K | Buy |
4,190
+642
| +18% | +$32.2K | 0.07% | 252 |
|
|
2023
Q2 | $213K | Buy |
3,548
+76
| +2% | +$4.57K | 0.07% | 251 |
|
|
2023
Q1 | $218K | Buy |
3,472
+935
| +37% | +$58.8K | 0.08% | 233 |
|
|
2022
Q4 | $163K | Buy |
+2,537
| New | +$163K | 0.06% | 232 |
|