Berman Capital Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $37K | Buy |
596
+47
| +9% | +$2.92K | 0.01% | 792 |
|
|
2021
Q2 | $33K | Buy |
549
+67
| +14% | +$4.03K | 0.01% | 736 |
|
|
2021
Q1 | $27K | Sell |
482
-95
| -16% | -$5.32K | 0.01% | 687 |
|
|
2020
Q4 | $32K | Sell |
577
-30
| -5% | -$1.66K | 0.01% | 535 |
|
|
2020
Q3 | $30K | Buy |
607
+296
| +95% | +$14.6K | 0.01% | 474 |
|
|
2020
Q2 | $18K | Buy |
311
+47
| +18% | +$2.72K | ﹤0.01% | 575 |
|
|
2020
Q1 | $13K | Buy |
264
+17
| +7% | +$837 | ﹤0.01% | 600 |
|
|
2019
Q4 | $16K | Buy |
247
+1
| +0.4% | +$65 | ﹤0.01% | 588 |
|
|
2019
Q3 | $16K | Hold |
246
| – | – | 0.01% | 567 |
|
|
2019
Q2 | $14K | Sell |
246
-14
| -5% | -$797 | ﹤0.01% | 616 |
|
|
2019
Q1 | $15K | Buy |
260
+68
| +35% | +$3.92K | 0.01% | 530 |
|
|
2018
Q4 | $10K | Buy |
+192
| New | +$10K | ﹤0.01% | 501 |
|