Financial Architects (New Jersey)’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-355
| Closed | -$20K | – | 859 |
|
|
2020
Q1 | $20K | Sell |
355
-62
| -15% | -$3.49K | 0.01% | 508 |
|
|
2019
Q4 | $27K | Hold |
417
| – | – | 0.01% | 524 |
|
|
2019
Q3 | $28K | Hold |
417
| – | – | 0.01% | 518 |
|
|
2019
Q2 | $25K | Sell |
417
-595
| -59% | -$35.7K | ﹤0.01% | 579 |
|
|
2019
Q1 | $59K | Sell |
1,012
-4
| -0.4% | -$233 | 0.01% | 507 |
|
|
2018
Q4 | $58K | Buy |
1,016
+194
| +24% | +$11.1K | 0.01% | 470 |
|
|
2018
Q3 | $45K | Buy |
822
+170
| +26% | +$9.31K | 0.01% | 570 |
|
|
2018
Q2 | $36K | Buy |
+652
| New | +$36K | 0.01% | 648 |
|