Arete Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,017
| Closed | -$366K | – | 481 |
|
|
2023
Q4 | $366K | Sell |
7,017
-258
| -4% | -$13.5K | 0.03% | 488 |
|
|
2023
Q3 | $369K | Buy |
7,275
+163
| +2% | +$8.26K | 0.06% | 300 |
|
|
2023
Q2 | $415K | Buy |
7,112
+428
| +6% | +$25K | 0.04% | 406 |
|
|
2023
Q1 | $409K | Buy |
6,684
+651
| +11% | +$39.8K | 0.03% | 392 |
|
|
2022
Q4 | $380M | Buy |
6,033
+1,139
| +23% | +$71.7M | 0.03% | 391 |
|
|
2022
Q3 | $291K | Buy |
4,894
+320
| +7% | +$19K | 0.03% | 409 |
|
|
2022
Q2 | $298K | Buy |
4,574
+565
| +14% | +$36.8K | 0.03% | 335 |
|
|
2022
Q1 | $274K | Buy |
4,009
+576
| +17% | +$39.4K | 0.02% | 402 |
|
|
2021
Q4 | $234K | Buy |
+3,433
| New | +$234K | 0.02% | 437 |
|
|
2019
Q4 | – | Sell |
-3,329
| Closed | -$222K | – | 398 |
|
|
2019
Q3 | $222K | Buy |
+3,329
| New | +$222K | 0.04% | 349 |
|