Carroll Financial Associates’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $7K | Buy |
110
+26
| +31% | +$1.66K | ﹤0.01% | 1253 |
|
|
2021
Q3 | $5K | Buy |
84
+22
| +35% | +$1.31K | ﹤0.01% | 1367 |
|
|
2021
Q2 | $3K | Buy |
62
+13
| +27% | +$629 | ﹤0.01% | 1511 |
|
|
2021
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 1494 |
|
|
2020
Q4 | $2K | Sell |
49
-2
| -4% | -$82 | ﹤0.01% | 1382 |
|
|
2020
Q3 | $2K | Hold |
51
| – | – | ﹤0.01% | 1325 |
|
|
2020
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 1287 |
|
|
2020
Q1 | $2K | Hold |
51
| – | – | ﹤0.01% | 1288 |
|
|
2019
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 1273 |
|
|
2019
Q2 | $3K | Buy |
51
+29
| +132% | +$1.71K | ﹤0.01% | 1304 |
|
|
2019
Q1 | $1K | Buy |
22
+2
| +10% | +$91 | ﹤0.01% | 1297 |
|
|
2018
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1223 |
|
|
2018
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1236 |
|