Arkadios Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-132
| Closed | -$8K | – | 927 |
|
|
2021
Q3 | $8K | Buy |
132
+1
| +0.8% | +$61 | ﹤0.01% | 1492 |
|
|
2021
Q2 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 1621 |
|
|
2020
Q4 | – | Sell |
-76
| Closed | -$4.17K | – | 1387 |
|
|
2020
Q3 | $4.17K | Buy |
76
+17
| +29% | +$933 | ﹤0.01% | 872 |
|
|
2020
Q2 | $3.68K | Sell |
59
-66
| -53% | -$4.12K | ﹤0.01% | 818 |
|
|
2020
Q1 | $6.9K | Hold |
125
| – | – | ﹤0.01% | 715 |
|
|
2019
Q4 | $8.93K | Buy |
+125
| New | +$8.93K | 0.01% | 610 |
|