Clearview Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-150
| Closed | -$10K | – | 641 |
|
|
2021
Q4 | $10K | Sell |
150
-900
| -86% | -$60K | 0.01% | 415 |
|
|
2021
Q3 | $65K | Hold |
1,050
| – | – | 0.04% | 212 |
|
|
2021
Q2 | $63K | Hold |
1,050
| – | – | 0.04% | 220 |
|
|
2021
Q1 | $63K | Hold |
1,050
| – | – | 0.04% | 208 |
|
|
2020
Q4 | $58K | Buy |
+1,050
| New | +$58K | 0.04% | 182 |
|