First Mercantile Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $260K | Sell |
4,187
-103
| -2% | -$6.4K | 0.03% | 320 |
|
|
2021
Q2 | $259K | Sell |
4,290
-177
| -4% | -$10.7K | 0.03% | 335 |
|
|
2021
Q1 | $266K | Sell |
4,467
-4,412
| -50% | -$263K | 0.03% | 329 |
|
|
2020
Q4 | $493K | Buy |
8,879
+3,981
| +81% | +$221K | 0.06% | 188 |
|
|
2020
Q3 | $284K | Buy |
4,898
+700
| +17% | +$40.6K | 0.03% | 286 |
|
|
2020
Q2 | $249K | Buy |
+4,198
| New | +$249K | 0.03% | 315 |
|
|
2018
Q4 | – | Sell |
-743
| Closed | -$41K | – | 925 |
|
|
2018
Q3 | $41K | Sell |
743
-1,390
| -65% | -$76.7K | 0.01% | 817 |
|
|
2018
Q2 | $120K | Buy |
+2,133
| New | +$120K | 0.02% | 670 |
|