Cornell Pochily Investment Advisors’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 |
-3,516
| Closed | -$205K | – | 169 |
|
|
2023
Q2 | $205K | Hold |
3,516
| – | – | 0.08% | 164 |
|
|
2023
Q1 | $215K | Buy |
3,516
+100
| +3% | +$6.11K | 0.09% | 162 |
|
|
2022
Q4 | $215K | Hold |
3,416
| – | – | 0.1% | 161 |
|
|
2022
Q3 | $203K | Hold |
3,416
| – | – | 0.09% | 160 |
|
|
2022
Q2 | $223K | Hold |
3,416
| – | – | 0.1% | 155 |
|
|
2022
Q1 | $233K | Hold |
3,416
| – | – | 0.09% | 158 |
|
|
2021
Q4 | $234K | Buy |
+3,416
| New | +$234K | 0.09% | 153 |
|