Aevitas Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $564K | Sell |
8,964
-93
| -1% | -$5.85K | 0.33% | 64 |
|
|
2022
Q3 | $538K | Sell |
9,057
-81
| -0.9% | -$4.81K | 0.4% | 62 |
|
|
2022
Q2 | $596K | Buy |
9,138
+26
| +0.3% | +$1.7K | 0.4% | 62 |
|
|
2022
Q1 | $623K | Buy |
9,112
+24
| +0.3% | +$1.64K | 0.38% | 64 |
|
|
2021
Q4 | $624K | Buy |
9,088
+22
| +0.2% | +$1.51K | 0.37% | 66 |
|
|
2021
Q3 | $564K | Buy |
9,066
+22
| +0.2% | +$1.37K | 0.36% | 68 |
|
|
2021
Q2 | $547K | Buy |
9,044
+18
| +0.2% | +$1.09K | 0.35% | 73 |
|
|
2021
Q1 | $537K | Buy |
9,026
+19
| +0.2% | +$1.13K | 0.37% | 68 |
|
|
2020
Q4 | $500K | Sell |
9,007
-508
| -5% | -$28.2K | 0.37% | 67 |
|
|
2020
Q3 | $484K | Sell |
9,515
-485
| -5% | -$24.7K | 0.4% | 68 |
|
|
2020
Q2 | $593K | Sell |
10,000
-178
| -2% | -$10.6K | 0.55% | 52 |
|
|
2020
Q1 | $560K | Sell |
10,178
-177
| -2% | -$9.74K | 0.63% | 47 |
|
|
2019
Q4 | $674K | Buy |
10,355
+933
| +10% | +$60.7K | 0.63% | 45 |
|
|
2019
Q3 | $627K | Buy |
9,422
+16
| +0.2% | +$1.07K | 0.63% | 47 |
|
|
2019
Q2 | $566K | Sell |
9,406
-383
| -4% | -$23K | 0.57% | 55 |
|
|
2019
Q1 | $568K | Buy |
9,789
+17
| +0.2% | +$986 | 0.51% | 57 |
|
|
2018
Q4 | $555K | Sell |
9,772
-383
| -4% | -$21.8K | 0.57% | 52 |
|
|
2018
Q3 | $558K | Sell |
10,155
-284
| -3% | -$15.6K | 0.51% | 57 |
|
|
2018
Q2 | $586K | Buy |
+10,439
| New | +$586K | 0.57% | 52 |
|