Annis Gardner Whiting Capital Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.34K | Hold |
92
| – | – | ﹤0.01% | 814 |
|
2025
Q1 | $6.34K | Hold |
92
| – | – | ﹤0.01% | 600 |
|
2024
Q4 | $5.66K | Sell |
92
-1
| -1% | -$62 | ﹤0.01% | 601 |
|
2024
Q3 | $5.77K | Sell |
93
-337
| -78% | -$20.9K | ﹤0.01% | 618 |
|
2024
Q2 | $22.8K | Hold |
430
| – | – | 0.01% | 542 |
|
2024
Q1 | $23K | Buy |
430
+337
| +362% | +$18K | 0.01% | 526 |
|
2023
Q4 | $4.86K | Sell |
93
-8
| -8% | -$418 | ﹤0.01% | 548 |
|
2023
Q3 | $5.12K | Buy |
+101
| New | +$5.12K | ﹤0.01% | 523 |
|