Financial Gravity Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-281
| Closed | -$15K | – | 1781 |
|
|
2024
Q1 | $15K | Sell |
281
-246
| -47% | -$13.2K | ﹤0.01% | 620 |
|
|
2023
Q4 | $26.1K | Buy |
527
+84
| +19% | +$4.16K | ﹤0.01% | 656 |
|
|
2023
Q3 | $21.6K | Buy |
443
+385
| +664% | +$18.7K | ﹤0.01% | 544 |
|
|
2023
Q2 | $12.9K | Sell |
58
-3
| -5% | -$666 | 0.04% | 239 |
|
|
2023
Q1 | $6.13K | Sell |
61
-2
| -3% | -$201 | 0.19% | 118 |
|
|
2022
Q4 | $6.19K | Sell |
63
-940
| -94% | -$92.4K | 0.03% | 359 |
|
|
2022
Q3 | $4.83K | Sell |
1,003
-232
| -19% | -$1.12K | 0.16% | 118 |
|
|
2022
Q2 | $5.45K | Buy |
1,235
+1,167
| +1,716% | +$5.15K | 0.17% | 115 |
|
|
2022
Q1 | $19 | Buy |
+68
| New | +$19 | ﹤0.01% | 714 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 819 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 569 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$1.67K | – | 284 |
|
|
2020
Q1 | $1.67K | Sell |
30
-70
| -70% | -$3.89K | 0.01% | 420 |
|
|
2019
Q4 | $65K | Buy |
100
+1
| +1% | +$650 | 0.04% | 505 |
|
|
2019
Q3 | $7K | Buy |
99
+53
| +115% | +$3.75K | 0.01% | 652 |
|
|
2019
Q2 | $3K | Sell |
46
-7
| -13% | -$457 | ﹤0.01% | 793 |
|
|
2019
Q1 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 826 |
|
|
2018
Q3 | $8K | Hold |
136
| – | – | 0.01% | 620 |
|
|
2018
Q2 | $8K | Buy |
+136
| New | +$8K | 0.01% | 613 |
|