Concord Wealth Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-91
| Closed | -$6K | – | 461 |
|
|
2022
Q2 | $6K | Sell |
91
-69
| -43% | -$4.55K | ﹤0.01% | 778 |
|
|
2022
Q1 | $11K | Hold |
160
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $11K | Buy |
160
+135
| +540% | +$9.28K | ﹤0.01% | 757 |
|
|
2021
Q3 | $2K | Sell |
25
-42
| -63% | -$3.36K | ﹤0.01% | 748 |
|
|
2021
Q2 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 763 |
|