Certified Advisory Corp’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-191
| Closed | -$9.68K | – | 285 |
|
2023
Q3 | $9.68K | Hold |
191
| – | – | ﹤0.01% | 275 |
|
2023
Q2 | $11.2K | Buy |
191
+165
| +635% | +$9.64K | ﹤0.01% | 248 |
|
2023
Q1 | $1.59K | Buy |
+26
| New | +$1.59K | ﹤0.01% | 271 |
|
2022
Q3 | – | Sell |
-26
| Closed | -$2K | – | 232 |
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 214 |
|
2022
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 244 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 767 |
|
2020
Q1 | – | Sell |
-72
| Closed | -$5K | – | 787 |
|
2019
Q4 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 657 |
|