Cornerstone Planning Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39K | Buy |
19
+7
| +58% | +$511 | ﹤0.01% | 1035 |
|
2025
Q1 | $817 | Buy |
12
+5
| +71% | +$340 | ﹤0.01% | 1175 |
|
2024
Q4 | $450 | Buy |
+7
| New | +$450 | ﹤0.01% | 1172 |
|
2024
Q2 | – | Sell |
-37
| Closed | -$2K | – | 1289 |
|
2024
Q1 | $2K | Sell |
37
-97
| -72% | -$5.25K | ﹤0.01% | 666 |
|
2023
Q4 | $7K | Sell |
134
-17
| -11% | -$887 | ﹤0.01% | 488 |
|
2023
Q3 | $7.66K | Sell |
151
-220
| -59% | -$11.2K | ﹤0.01% | 474 |
|
2023
Q2 | $21.7K | Buy |
+371
| New | +$21.7K | 0.01% | 414 |
|
2022
Q4 | $58.5K | Buy |
+988
| New | +$58.5K | 0.02% | 239 |
|