Burt Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-311
| Closed | -$17K | – | 177 |
|
|
2020
Q4 | $17K | Hold |
311
| – | – | 0.01% | 250 |
|
|
2020
Q3 | $16K | Hold |
311
| – | – | 0.01% | 252 |
|
|
2020
Q2 | $18K | Hold |
311
| – | – | 0.01% | 238 |
|
|
2020
Q1 | $17K | Hold |
311
| – | – | 0.01% | 237 |
|
|
2019
Q4 | $20K | Hold |
311
| – | – | 0.01% | 241 |
|
|
2019
Q3 | $21K | Hold |
311
| – | – | 0.01% | 230 |
|
|
2019
Q2 | $19K | Hold |
311
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $18K | Hold |
311
| – | – | 0.01% | 249 |
|
|
2018
Q4 | $18K | Hold |
311
| – | – | 0.01% | 244 |
|
|
2018
Q3 | $17K | Hold |
311
| – | – | 0.01% | 266 |
|
|
2018
Q2 | $17K | Buy |
+311
| New | +$17K | 0.01% | 260 |
|