Checchi Capital Advisers’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 |
-3,900
| Closed | -$228K | – | 550 |
|
|
2023
Q2 | $228K | Sell |
3,900
-453
| -10% | -$26.5K | 0.02% | 500 |
|
|
2023
Q1 | $266K | Buy |
4,353
+83
| +2% | +$5.07K | 0.03% | 452 |
|
|
2022
Q4 | $269K | Buy |
4,270
+493
| +13% | +$31K | 0.03% | 424 |
|
|
2022
Q3 | $224K | Hold |
3,777
| – | – | 0.02% | 474 |
|
|
2022
Q2 | $258K | Buy |
3,777
+491
| +15% | +$33.5K | 0.02% | 466 |
|
|
2022
Q1 | $225K | Buy |
3,286
+343
| +12% | +$23.5K | 0.02% | 487 |
|
|
2021
Q4 | $202K | Buy |
+2,943
| New | +$202K | 0.02% | 501 |
|