Castleview Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4
| Closed | -$212 | – | 658 |
|
|
2024
Q2 | $212 | Hold |
4
| – | – | ﹤0.01% | 883 |
|
|
2024
Q1 | $214 | Hold |
4
| – | – | ﹤0.01% | 864 |
|
|
2023
Q4 | $209 | Buy |
+4
| New | +$209 | ﹤0.01% | 832 |
|
|
2022
Q1 | – | Sell |
-13,996
| Closed | -$204 | – | 811 |
|
|
2021
Q4 | $204 | Buy |
+13,996
| New | +$204 | ﹤0.01% | 674 |
|