Colonial Trust Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-419
| Closed | -$26K | – | 714 |
|
|
2024
Q3 | $26K | Hold |
419
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $22.2K | Sell |
419
-3
| -0.7% | -$159 | ﹤0.01% | 416 |
|
|
2024
Q1 | $22.5K | Sell |
422
-7
| -2% | -$374 | ﹤0.01% | 450 |
|
|
2023
Q4 | $22.4K | Sell |
429
-17
| -4% | -$887 | ﹤0.01% | 399 |
|
|
2023
Q3 | $22.6K | Sell |
446
-10
| -2% | -$507 | ﹤0.01% | 411 |
|
|
2023
Q2 | $26.6K | Sell |
456
-141
| -24% | -$8.24K | ﹤0.01% | 403 |
|
|
2023
Q1 | $36.5K | Sell |
597
-2
| -0.3% | -$122 | ﹤0.01% | 366 |
|
|
2022
Q4 | $37.7K | Buy |
+599
| New | +$37.7K | ﹤0.01% | 360 |
|