Andesa Financial Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,558
| Closed | -$295K | – | 92 |
|
|
2019
Q4 | $295K | Sell |
4,558
-778
| -15% | -$50.4K | 0.26% | 78 |
|
|
2019
Q3 | $354K | Buy |
5,336
+212
| +4% | +$14.1K | 0.34% | 69 |
|
|
2019
Q2 | $309K | Sell |
5,124
-4,976
| -49% | -$300K | 0.29% | 74 |
|
|
2019
Q1 | $588K | Buy |
10,100
+5,669
| +128% | +$330K | 0.29% | 68 |
|
|
2018
Q4 | $254K | Buy |
+4,431
| New | +$254K | 0.3% | 80 |
|