Anchor Investment 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 |
-4,000
| Closed | -$274K | – | 998 |
|
|
2021
Q4 | $274K | Hold |
4,000
| – | – | 0.03% | 338 |
|
|
2021
Q3 | $249K | Hold |
4,000
| – | – | 0.03% | 323 |
|
|
2021
Q2 | $242K | Hold |
4,000
| – | – | 0.03% | 333 |
|
|
2021
Q1 | $238K | Hold |
4,000
| – | – | 0.04% | 314 |
|
|
2020
Q4 | $222K | Hold |
4,000
| – | – | 0.04% | 280 |
|
|
2020
Q3 | $203K | Hold |
4,000
| – | – | 0.04% | 275 |
|
|
2020
Q2 | $237K | Hold |
4,000
| – | – | 0.05% | 234 |
|
|
2020
Q1 | $220K | Hold |
4,000
| – | – | 0.06% | 226 |
|
|
2019
Q4 | $260K | Sell |
4,000
-110
| -3% | -$7.16K | 0.06% | 251 |
|
|
2019
Q3 | $274K | Sell |
4,110
-40
| -1% | -$2.66K | 0.06% | 238 |
|
|
2019
Q2 | $250K | Hold |
4,150
| – | – | 0.06% | 258 |
|
|
2019
Q1 | $241K | Hold |
4,150
| – | – | 0.06% | 252 |
|
|
2018
Q4 | $236K | Hold |
4,150
| – | – | 0.07% | 239 |
|
|
2018
Q3 | $228K | Sell |
4,150
-667
| -14% | -$36.6K | 0.05% | 275 |
|
|
2018
Q2 | $270K | Buy |
+4,817
| New | +$270K | 0.07% | 253 |
|