Carolinas Wealth Consulting’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 |
-7
| Closed | -$409 | – | 1045 |
|
|
2023
Q2 | $409 | Hold |
7
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q1 | $428 | Hold |
7
| – | – | ﹤0.01% | 1009 |
|
|
2022
Q4 | $441 | Hold |
7
| – | – | ﹤0.01% | 1012 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 893 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 904 |
|
|
2022
Q1 | $0 | Sell |
7
-5
| -42% | – | ﹤0.01% | 939 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 875 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 852 |
|
|
2021
Q2 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 863 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 957 |
|
|
2020
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 910 |
|