Compass Financial Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,201
| Closed | -$201K | – | 131 |
|
|
2022
Q4 | $201K | Buy |
+3,201
| New | +$201K | 0.27% | 122 |
|
|
2022
Q3 | – | Sell |
-3,201
| Closed | -$209K | – | 118 |
|
|
2022
Q2 | $209K | Hold |
3,201
| – | – | 0.28% | 119 |
|
|
2022
Q1 | $219K | Hold |
3,201
| – | – | 0.24% | 126 |
|
|
2021
Q4 | $220K | Buy |
+3,201
| New | +$220K | 0.24% | 123 |
|