Dividend Assets Capital’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-400
| Closed | -$21K | – | 217 |
|
|
2023
Q4 | $21K | Hold |
400
| – | – | ﹤0.01% | 323 |
|
|
2023
Q3 | $20K | Sell |
400
-36
| -8% | -$1.8K | ﹤0.01% | 335 |
|
|
2023
Q2 | $25K | Hold |
436
| – | – | 0.01% | 324 |
|
|
2023
Q1 | $27K | Hold |
436
| – | – | 0.01% | 345 |
|
|
2022
Q4 | $27K | Hold |
436
| – | – | 0.01% | 345 |
|
|
2022
Q3 | $26K | Sell |
436
-109
| -20% | -$6.5K | 0.01% | 343 |
|
|
2022
Q2 | $36K | Hold |
545
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $37K | Sell |
545
-72
| -12% | -$4.89K | 0.01% | 321 |
|
|
2021
Q4 | $42K | Sell |
617
-300
| -33% | -$20.4K | 0.01% | 310 |
|
|
2021
Q3 | $57K | Hold |
917
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $55K | Hold |
917
| – | – | 0.01% | 295 |
|
|
2021
Q1 | $55K | Hold |
917
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $51K | Buy |
+917
| New | +$51K | 0.01% | 290 |
|