Alethea Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,219
| Closed | -$495K | – | 68 |
|
|
2021
Q4 | $495K | Buy |
+7,219
| New | +$495K | 0.42% | 41 |
|
|
2021
Q3 | – | Sell |
-12,684
| Closed | -$766K | – | 91 |
|
|
2021
Q2 | $766K | Buy |
+12,684
| New | +$766K | 0.48% | 19 |
|
|
2021
Q1 | – | Sell |
-16,951
| Closed | -$941K | – | 86 |
|
|
2020
Q4 | $941K | Buy |
+16,951
| New | +$941K | 0.47% | 20 |
|
|
2020
Q1 | – | Sell |
-5,613
| Closed | -$365K | – | 85 |
|
|
2019
Q4 | $365K | Buy |
+5,613
| New | +$365K | 0.16% | 58 |
|
|
2019
Q1 | – | Sell |
-30,863
| Closed | -$1.75M | – | 80 |
|
|
2018
Q4 | $1.75M | Buy |
30,863
+20,243
| +191% | +$1.15M | 2.55% | 5 |
|
|
2018
Q3 | $583K | Buy |
+10,620
| New | +$583K | 0.87% | 27 |
|