Capital Asset Advisory Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,576
| Closed | -$215K | – | 326 |
|
|
2023
Q2 | $215K | Sell |
3,576
-416
| -10% | -$25K | 0.02% | 309 |
|
|
2023
Q1 | $244K | Sell |
3,992
-11
| -0.3% | -$672 | 0.02% | 300 |
|
|
2022
Q4 | $266K | Sell |
4,003
-2,181
| -35% | -$145K | 0.02% | 293 |
|
|
2022
Q3 | $367K | Sell |
6,184
-1,554
| -20% | -$92.2K | 0.05% | 216 |
|
|
2022
Q2 | $505K | Buy |
7,738
+864
| +13% | +$56.4K | 0.06% | 228 |
|
|
2022
Q1 | $470K | Buy |
6,874
+363
| +6% | +$24.8K | 0.05% | 264 |
|
|
2021
Q4 | $447K | Buy |
+6,511
| New | +$447K | 0.05% | 273 |
|
|
2021
Q1 | – | Sell |
-769
| Closed | -$43K | – | 925 |
|
|
2020
Q4 | $43K | Buy |
+769
| New | +$43K | 0.01% | 654 |
|