Capital Directions Investment Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-150
| Closed | -$10K | – | 221 |
|
|
2022
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 212 |
|
|
2022
Q1 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 231 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$9K | – | 113 |
|
|
2021
Q3 | $9K | Sell |
150
-110
| -42% | -$6.6K | ﹤0.01% | 236 |
|
|
2021
Q2 | $16K | Buy |
+260
| New | +$16K | ﹤0.01% | 188 |
|
|
2021
Q1 | – | Sell |
-260
| Closed | -$14K | – | 232 |
|
|
2020
Q4 | $14K | Hold |
260
| – | – | ﹤0.01% | 171 |
|
|
2020
Q3 | $13K | Buy |
+260
| New | +$13K | ﹤0.01% | 176 |
|