Disciplined Investments’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 |
-19
| Closed | -$1.11K | – | 568 |
|
|
2023
Q2 | $1.11K | Hold |
19
| – | – | ﹤0.01% | 923 |
|
|
2023
Q1 | $1.16K | Sell |
19
-5
| -21% | -$306 | ﹤0.01% | 894 |
|
|
2022
Q4 | $1.51K | Sell |
24
-9
| -27% | -$566 | ﹤0.01% | 729 |
|
|
2022
Q3 | $2K | Buy |
33
+2
| +6% | +$121 | ﹤0.01% | 623 |
|
|
2022
Q2 | $2K | Buy |
31
+5
| +19% | +$323 | ﹤0.01% | 648 |
|
|
2022
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 680 |
|