Cetera Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $829K | Buy |
15,522
+5,844
| +60% | +$312K | 0.01% | 1251 |
|
|
2023
Q4 | $505K | Buy |
9,678
+4,378
| +83% | +$229K | 0.01% | 1120 |
|
|
2023
Q3 | $269K | Sell |
5,300
-810
| -13% | -$41.1K | ﹤0.01% | 1378 |
|
|
2023
Q2 | $357K | Buy |
6,110
+106
| +2% | +$6.19K | 0.01% | 1213 |
|
|
2023
Q1 | $367K | Sell |
6,004
-59
| -1% | -$3.61K | 0.01% | 1179 |
|
|
2022
Q4 | $382K | Buy |
6,063
+1,918
| +46% | +$121K | 0.01% | 1111 |
|
|
2022
Q3 | $246K | Buy |
4,145
+518
| +14% | +$30.7K | 0.01% | 1050 |
|
|
2022
Q2 | $237K | Hold |
3,627
| – | – | 0.01% | 1147 |
|
|
2022
Q1 | $248K | Buy |
3,627
+501
| +16% | +$34.3K | ﹤0.01% | 1201 |
|
|
2021
Q4 | $214K | Sell |
3,126
-525
| -14% | -$35.9K | ﹤0.01% | 1286 |
|
|
2021
Q3 | $227K | Buy |
+3,651
| New | +$227K | ﹤0.01% | 1250 |
|
|
2019
Q4 | – | Sell |
-3,254
| Closed | -$216K | – | 927 |
|
|
2019
Q3 | $216K | Buy |
+3,254
| New | +$216K | 0.01% | 803 |
|
|
2018
Q3 | – | Sell |
-3,541
| Closed | -$200K | – | 961 |
|
|
2018
Q2 | $200K | Buy |
+3,541
| New | +$200K | 0.01% | 806 |
|