Caldwell Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-113
|
|
||||
|
2024
Q2 | $5.99K | Hold |
113
|
|
||||
|
2024
Q1 | $6.03K | Hold |
113
|
|
||||
|
2023
Q4 | $5.9K | Hold |
113
|
|
||||
|
2023
Q3 | $5.73K | Hold |
113
|
|
||||
|
2023
Q2 | $6.6K | Hold |
113
|
|
||||
|
2023
Q1 | $6.91K | Sell |
113
-170
|
|
||||
|
2022
Q4 | $17.8K | Buy |
283
+170
|
|
||||
|
2022
Q3 | $6.71K | Hold |
113
|
|
||||
|
2022
Q2 | $7.37K | Sell |
113
-98
|
|
||||
|
2022
Q1 | $14.4K | Hold |
211
|
|
||||
|
2021
Q4 | $14.5K | Hold |
211
|
|
||||
|
2021
Q3 | $13.1K | Hold |
211
|
|
||||
|
2021
Q2 | $12.8K | Hold |
211
|
|
||||
|
2021
Q1 | $12.6K | Hold |
211
|
|
||||
|
2020
Q4 | $11.7K | Sell |
211
-389
|
|
||||
|
2020
Q3 | $30.5K | Buy |
600
+389
|
|
||||
|
2020
Q2 | $12.5K | Sell |
211
-150
|
|
||||
|
2020
Q1 | $19.9K | Hold |
361
|
|
||||
|
2019
Q4 | $23.5K | Buy |
+361
|
|