Amica Retiree Medical Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71K | Hold |
1,025
| – | – | 0.1% | 113 |
|
|
2025
Q1 | $71K | Sell |
1,025
-183
| -15% | -$12.7K | 0.11% | 112 |
|
|
2024
Q4 | $74K | Hold |
1,208
| – | – | 0.07% | 122 |
|
|
2024
Q3 | $75K | Buy |
+1,208
| New | +$75K | 0.06% | 126 |
|
|
2023
Q3 | $515K | Hold |
10,162
| – | – | 0.61% | 57 |
|
|
2023
Q2 | $594K | Sell |
10,162
-1,386
| -12% | -$81K | 0.66% | 54 |
|
|
2023
Q1 | $706K | Buy |
11,548
+1,541
| +15% | +$94.2K | 0.75% | 51 |
|
|
2022
Q4 | $630K | Buy |
10,007
+4,088
| +69% | +$257K | 0.81% | 43 |
|
|
2022
Q3 | $352K | Buy |
5,919
+458
| +8% | +$27.2K | 0.44% | 80 |
|
|
2022
Q2 | $356K | Sell |
5,461
-1,228
| -18% | -$80.1K | 0.4% | 80 |
|
|
2022
Q1 | $457K | Hold |
6,689
| – | – | 0.43% | 78 |
|
|
2021
Q4 | $459K | Sell |
6,689
-1,261
| -16% | -$86.5K | 0.39% | 80 |
|
|
2021
Q3 | $494K | Sell |
7,950
-3,488
| -30% | -$217K | 0.45% | 75 |
|
|
2021
Q2 | $691K | Hold |
11,438
| – | – | 0.44% | 76 |
|
|
2021
Q1 | $681K | Hold |
11,438
| – | – | 0.46% | 77 |
|
|
2020
Q4 | $635K | Buy |
11,438
+2,310
| +25% | +$128K | 0.45% | 77 |
|
|
2020
Q3 | $464K | Buy |
9,128
+2,623
| +40% | +$133K | 0.36% | 90 |
|
|
2020
Q2 | $386K | Hold |
6,505
| – | – | 0.3% | 100 |
|
|
2020
Q1 | $358K | Buy |
6,505
+3,182
| +96% | +$175K | 0.32% | 95 |
|
|
2019
Q4 | $216K | Hold |
3,323
| – | – | 0.17% | 198 |
|
|
2019
Q3 | $221K | Sell |
3,323
-558
| -14% | -$37.1K | 0.18% | 182 |
|
|
2019
Q2 | $233K | Buy |
3,881
+2,568
| +196% | +$154K | 0.19% | 155 |
|
|
2019
Q1 | $76K | Hold |
1,313
| – | – | 0.07% | 276 |
|
|
2018
Q4 | $75K | Hold |
1,313
| – | – | 0.07% | 271 |
|
|
2018
Q3 | $72K | Hold |
1,313
| – | – | 0.06% | 284 |
|
|
2018
Q2 | $74K | Buy |
+1,313
| New | +$74K | 0.06% | 282 |
|