Beach Investment Counsel’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-873
| Closed | -$54K | – | 153 |
|
|
2024
Q3 | $54K | Hold |
873
| – | – | 0.01% | 172 |
|
|
2024
Q2 | $46K | Buy |
+873
| New | +$46K | 0.01% | 182 |
|
|
2019
Q4 | – | Sell |
-25,423
| Closed | -$1.69M | – | 143 |
|
|
2019
Q3 | $1.69M | Hold |
25,423
| – | – | 0.19% | 77 |
|
|
2019
Q2 | $1.53M | Hold |
25,423
| – | – | 0.18% | 79 |
|
|
2019
Q1 | $1.48M | Sell |
25,423
-169,488
| -87% | -$9.84M | 0.17% | 79 |
|
|
2018
Q4 | $11.2M | Sell |
194,911
-8,292
| -4% | -$475K | 1.35% | 21 |
|
|
2018
Q3 | $11.2M | Buy |
203,203
+1,989
| +1% | +$109K | 1.1% | 31 |
|
|
2018
Q2 | $11.3M | Buy |
+201,214
| New | +$11.3M | 1.18% | 24 |
|