Advisor Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $277K | Buy |
4,249
+889
| +26% | +$58K | 0.02% | 673 |
|
2022
Q1 | $230K | Sell |
3,360
-9
| -0.3% | -$616 | 0.01% | 768 |
|
2021
Q4 | $232K | Buy |
+3,369
| New | +$232K | 0.01% | 761 |
|
2021
Q3 | – | Sell |
-3,429
| Closed | -$207K | – | 816 |
|
2021
Q2 | $207K | Buy |
3,429
+10
| +0.3% | +$604 | 0.01% | 791 |
|
2021
Q1 | $204K | Buy |
+3,419
| New | +$204K | 0.01% | 771 |
|
2020
Q3 | – | Sell |
-3,882
| Closed | -$230K | – | 706 |
|
2020
Q2 | $230K | Buy |
+3,882
| New | +$230K | 0.02% | 594 |
|
2020
Q1 | – | Sell |
-5,299
| Closed | -$353K | – | 641 |
|
2019
Q4 | $353K | Buy |
5,299
+1,149
| +28% | +$76.5K | 0.04% | 437 |
|
2019
Q3 | $276K | Buy |
4,150
+77
| +2% | +$5.12K | 0.03% | 501 |
|
2019
Q2 | $245K | Buy |
4,073
+314
| +8% | +$18.9K | 0.03% | 537 |
|
2019
Q1 | $218K | Sell |
3,759
-92
| -2% | -$5.34K | 0.03% | 566 |
|
2018
Q4 | $219K | Buy |
+3,851
| New | +$219K | 0.04% | 513 |
|