Bartlett & Co’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5K | Hold |
89
| – | – | ﹤0.01% | 1071 |
|
|
2023
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 986 |
|
|
2023
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 982 |
|
|
2023
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 889 |
|
|
2022
Q4 | $6K | Sell |
89
-100
| -53% | -$6.74K | ﹤0.01% | 887 |
|
|
2022
Q3 | $11K | Hold |
189
| – | – | ﹤0.01% | 807 |
|
|
2022
Q2 | $12K | Hold |
189
| – | – | ﹤0.01% | 828 |
|
|
2022
Q1 | $13K | Buy |
+189
| New | +$13K | ﹤0.01% | 791 |
|
|
2021
Q1 | – | Sell |
-385
| Closed | -$21K | – | 1087 |
|
|
2020
Q4 | $21K | Buy |
385
+26
| +7% | +$1.42K | ﹤0.01% | 658 |
|
|
2020
Q3 | $18K | Buy |
+359
| New | +$18K | ﹤0.01% | 623 |
|
|
2020
Q2 | – | Sell |
-956
| Closed | -$53K | – | 838 |
|
|
2020
Q1 | $53K | Buy |
+956
| New | +$53K | ﹤0.01% | 450 |
|
|
2019
Q3 | $64K | Buy |
+956
| New | +$64K | ﹤0.01% | 478 |
|