Asset Dedication LLC’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.1K | Hold |
886
| – | – | ﹤0.01% | 488 |
|
|
2025
Q1 | $61.1K | Buy |
886
+14
| +2% | +$965 | 0.01% | 453 |
|
|
2024
Q4 | $53.7K | Sell |
872
-13
| -1% | -$800 | ﹤0.01% | 462 |
|
|
2024
Q3 | $54.9K | Hold |
885
| – | – | ﹤0.01% | 495 |
|
|
2024
Q2 | $46.9K | Hold |
885
| – | – | ﹤0.01% | 505 |
|
|
2024
Q1 | $48K | Hold |
885
| – | – | ﹤0.01% | 447 |
|
|
2023
Q4 | $47K | Hold |
885
| – | – | ﹤0.01% | 438 |
|
|
2023
Q3 | $45K | Buy |
+885
| New | +$45K | ﹤0.01% | 443 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | – | – | 988 |
|
|
2022
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1034 |
|
|
2022
Q2 | – | Sell |
-239
| Closed | -$16K | – | 633 |
|
|
2022
Q1 | $16K | Hold |
239
| – | – | ﹤0.01% | 590 |
|
|
2021
Q4 | $16K | Hold |
239
| – | – | ﹤0.01% | 581 |
|
|
2021
Q3 | $15K | Hold |
239
| – | – | ﹤0.01% | 618 |
|
|
2021
Q2 | $14K | Hold |
239
| – | – | ﹤0.01% | 568 |
|
|
2021
Q1 | $14K | Hold |
239
| – | – | ﹤0.01% | 468 |
|
|
2020
Q4 | $13K | Buy |
+239
| New | +$13K | ﹤0.01% | 519 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$8K | – | 607 |
|
|
2018
Q3 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 466 |
|