Ellis Investment Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-328
| Closed | -$19K | – | 364 |
|
|
2022
Q3 | $19K | Hold |
328
| – | – | 0.01% | 492 |
|
|
2022
Q2 | $21K | Hold |
328
| – | – | 0.01% | 495 |
|
|
2022
Q1 | $22K | Hold |
328
| – | – | 0.01% | 512 |
|
|
2021
Q4 | $22K | Hold |
328
| – | – | 0.01% | 522 |
|
|
2021
Q3 | $20K | Hold |
328
| – | – | 0.01% | 510 |
|
|
2021
Q2 | $19K | Hold |
328
| – | – | ﹤0.01% | 516 |
|
|
2021
Q1 | $20K | Hold |
328
| – | – | 0.01% | 493 |
|
|
2020
Q4 | $18K | Hold |
328
| – | – | 0.01% | 488 |
|
|
2020
Q3 | $16K | Hold |
328
| – | – | 0.01% | 496 |
|
|
2020
Q2 | $20K | Hold |
328
| – | – | 0.01% | 456 |
|
|
2020
Q1 | $16K | Hold |
328
| – | – | 0.01% | 423 |
|
|
2019
Q4 | $20K | Hold |
328
| – | – | 0.01% | 434 |
|
|
2019
Q3 | $21K | Hold |
328
| – | – | 0.01% | 437 |
|
|
2019
Q2 | $19K | Buy |
+328
| New | +$19K | 0.01% | 447 |
|