Cape Investment Advisory’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03K | Buy |
73
+1
| +1% | +$69 | ﹤0.01% | 750 |
|
|
2025
Q1 | $5K | Buy |
72
+50
| +227% | +$3.47K | ﹤0.01% | 747 |
|
|
2024
Q4 | $1.35K | Buy |
+22
| New | +$1.35K | ﹤0.01% | 926 |
|
|
2023
Q3 | – | Sell |
-82
| Closed | -$4.82K | – | 933 |
|
|
2023
Q2 | $4.82K | Hold |
82
| – | – | ﹤0.01% | 662 |
|
|
2023
Q1 | $4.99K | Buy |
+82
| New | +$4.99K | ﹤0.01% | 675 |
|