AS
Altshuler Shaham’s Evergy EVRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-341
| Closed | -$21K | – | 333 |
|
2024
Q4 | $21K | Buy |
+341
| New | +$21K | ﹤0.01% | 203 |
|
2023
Q1 | – | Sell |
-782
| Closed | -$49.2K | – | 395 |
|
2022
Q4 | $49.2K | Sell |
782
-39
| -5% | -$2.45K | ﹤0.01% | 209 |
|
2022
Q3 | $50K | Buy |
821
+7
| +0.9% | +$426 | ﹤0.01% | 218 |
|
2022
Q2 | $53K | Sell |
814
-99
| -11% | -$6.45K | ﹤0.01% | 234 |
|
2022
Q1 | $62K | Sell |
913
-30
| -3% | -$2.04K | ﹤0.01% | 323 |
|
2021
Q4 | $65K | Buy |
+943
| New | +$65K | ﹤0.01% | 344 |
|
2020
Q2 | – | Sell |
-2,395
| Closed | -$132K | – | 423 |
|
2020
Q1 | $132K | Sell |
2,395
-1,429
| -37% | -$78.8K | 0.01% | 147 |
|
2019
Q4 | $249K | Buy |
3,824
+629
| +20% | +$41K | 0.01% | 140 |
|
2019
Q3 | $213K | Buy |
3,195
+1,669
| +109% | +$111K | 0.01% | 142 |
|
2019
Q2 | $92K | Buy |
1,526
+751
| +97% | +$45.3K | ﹤0.01% | 159 |
|
2019
Q1 | $45K | Buy |
775
+317
| +69% | +$18.4K | ﹤0.01% | 127 |
|
2018
Q4 | $26K | Buy |
+458
| New | +$26K | ﹤0.01% | 146 |
|