BerganKDV 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
Q2 | $1.11K | Sell |
19
-365
| -95% | -$21.3K | ﹤0.01% | 745 |
|
|
2023
Q1 | $23.5K | Buy |
384
+365
| +1,921% | +$22.3K | ﹤0.01% | 502 |
|
|
2022
Q4 | $1.2K | Buy |
19
+3
| +19% | +$189 | ﹤0.01% | 860 |
|
|
2022
Q3 | $1K | Sell |
16
-15
| -48% | -$938 | ﹤0.01% | 878 |
|
|
2022
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 821 |
|
|
2022
Q1 | $2K | Sell |
31
-169
| -85% | -$10.9K | ﹤0.01% | 847 |
|
|
2021
Q4 | $14K | Buy |
200
+169
| +545% | +$11.8K | ﹤0.01% | 597 |
|
|
2021
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 875 |
|
|
2021
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 808 |
|
|
2021
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 774 |
|
|
2020
Q4 | $2K | Buy |
31
+15
| +94% | +$968 | ﹤0.01% | 772 |
|
|
2020
Q3 | $1K | Sell |
16
-14
| -47% | -$875 | ﹤0.01% | 788 |
|
|
2020
Q2 | $2K | Sell |
30
-28
| -48% | -$1.87K | ﹤0.01% | 746 |
|
|
2020
Q1 | $3K | Sell |
58
-362
| -86% | -$18.7K | ﹤0.01% | 664 |
|
|
2019
Q4 | $27K | Buy |
+420
| New | +$27K | ﹤0.01% | 407 |
|