Baystate Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $21.5K | Buy |
411
+84
| +26% | +$4.39K | ﹤0.01% | 546 |
|
|
2023
Q3 | $16.6K | Buy |
327
+11
| +3% | +$559 | ﹤0.01% | 501 |
|
|
2023
Q2 | $18.5K | Buy |
316
+3
| +1% | +$176 | ﹤0.01% | 470 |
|
|
2023
Q1 | $19.2K | Sell |
313
-129
| -29% | -$7.9K | ﹤0.01% | 466 |
|
|
2022
Q4 | $28K | Buy |
442
+3
| +0.7% | +$190 | ﹤0.01% | 415 |
|
|
2022
Q3 | $26K | Buy |
439
+3
| +0.7% | +$178 | ﹤0.01% | 393 |
|
|
2022
Q2 | $29K | Buy |
436
+251
| +136% | +$16.7K | ﹤0.01% | 394 |
|
|
2022
Q1 | $13K | Hold |
185
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $13K | Buy |
185
+1
| +0.5% | +$70 | ﹤0.01% | 525 |
|
|
2021
Q3 | $11K | Hold |
184
| – | – | ﹤0.01% | 517 |
|
|
2021
Q2 | $11K | Buy |
184
+1
| +0.5% | +$60 | ﹤0.01% | 494 |
|
|
2021
Q1 | $11K | Hold |
183
| – | – | ﹤0.01% | 450 |
|
|
2020
Q4 | $10K | Hold |
183
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $9K | Buy |
183
+1
| +0.5% | +$49 | ﹤0.01% | 406 |
|
|
2020
Q2 | $11K | Hold |
182
| – | – | ﹤0.01% | 376 |
|
|
2020
Q1 | $10K | Buy |
182
+1
| +0.6% | +$55 | ﹤0.01% | 362 |
|
|
2019
Q4 | $12K | Hold |
181
| – | – | ﹤0.01% | 383 |
|
|
2019
Q3 | $12K | Buy |
181
+1
| +0.6% | +$66 | ﹤0.01% | 341 |
|
|
2019
Q2 | $11K | Hold |
180
| – | – | ﹤0.01% | 356 |
|
|
2019
Q1 | $10K | Buy |
180
+1
| +0.6% | +$56 | ﹤0.01% | 382 |
|
|
2018
Q4 | $10K | Sell |
179
-58
| -24% | -$3.24K | ﹤0.01% | 369 |
|
|
2018
Q3 | $13K | Buy |
+237
| New | +$13K | ﹤0.01% | 340 |
|