Capitolis Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-160,949
| Closed | -$11M | – | 263 |
|
|
2021
Q4 | $11M | Hold |
160,949
| – | – | 0.07% | 204 |
|
|
2021
Q3 | $10.1M | Hold |
160,949
| – | – | 0.09% | 165 |
|
|
2021
Q2 | $9.73M | Buy |
+160,949
| New | +$9.73M | 0.11% | 174 |
|
|
2021
Q1 | – | Sell |
-3,567
| Closed | -$198K | – | 485 |
|
|
2020
Q4 | $198K | Buy |
+3,567
| New | +$198K | ﹤0.01% | 523 |
|