AGF Investments LLC’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $31K | Buy |
+522
| New | +$31K | ﹤0.01% | 244 |
|
|
2022
Q1 | – | Sell |
-12,018
| Closed | -$825K | – | 460 |
|
|
2021
Q4 | $825K | Buy |
12,018
+3,625
| +43% | +$249K | 0.07% | 149 |
|
|
2021
Q3 | $522K | Sell |
8,393
-2,014
| -19% | -$125K | 0.05% | 233 |
|
|
2021
Q2 | $629K | Buy |
+10,407
| New | +$629K | 0.07% | 119 |
|
|
2020
Q2 | – | Sell |
-11,805
| Closed | -$650K | – | 616 |
|
|
2020
Q1 | $650K | Sell |
11,805
-1,933
| -14% | -$106K | 0.08% | 206 |
|
|
2019
Q4 | $894K | Buy |
13,738
+6,600
| +92% | +$429K | 0.17% | 189 |
|
|
2019
Q3 | $475K | Buy |
7,138
+1,902
| +36% | +$127K | 0.11% | 224 |
|
|
2019
Q2 | $315K | Buy |
5,236
+4,636
| +773% | +$279K | 0.07% | 276 |
|
|
2019
Q1 | $35K | Sell |
600
-11,572
| -95% | -$675K | 0.01% | 390 |
|
|
2018
Q4 | $691K | Buy |
12,172
+563
| +5% | +$32K | 0.1% | 194 |
|
|
2018
Q3 | $638K | Buy |
+11,609
| New | +$638K | 0.08% | 214 |
|