Calton & Associates’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,148
| Closed | -$254K | – | 221 |
|
|
2023
Q1 | $254K | Sell |
4,148
-100
| -2% | -$6.11K | 0.12% | 173 |
|
|
2022
Q4 | $267K | Sell |
4,248
-7
| -0.2% | -$441 | 0.1% | 217 |
|
|
2022
Q3 | $252K | Buy |
4,255
+78
| +2% | +$4.62K | 0.14% | 164 |
|
|
2022
Q2 | $272K | Sell |
4,177
-2
| -0% | -$130 | 0.15% | 165 |
|
|
2022
Q1 | $285K | Sell |
4,179
-28
| -0.7% | -$1.91K | 0.08% | 262 |
|
|
2021
Q4 | $288K | Buy |
4,207
+42
| +1% | +$2.88K | 0.08% | 267 |
|
|
2021
Q3 | $259K | Sell |
4,165
-33
| -0.8% | -$2.05K | 0.06% | 320 |
|
|
2021
Q2 | $254K | Sell |
4,198
-53
| -1% | -$3.21K | 0.05% | 325 |
|
|
2021
Q1 | $253K | Buy |
+4,251
| New | +$253K | 0.05% | 315 |
|
|
2020
Q3 | – | Sell |
-3,597
| Closed | -$213K | – | 354 |
|
|
2020
Q2 | $213K | Buy |
+3,597
| New | +$213K | 0.05% | 292 |
|
|
2020
Q1 | – | Sell |
-3,445
| Closed | -$224K | – | 326 |
|
|
2019
Q4 | $224K | Buy |
3,445
+128
| +4% | +$8.32K | 0.05% | 315 |
|
|
2019
Q3 | $221K | Buy |
+3,317
| New | +$221K | 0.05% | 297 |
|