Focused Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-277
| Closed | -$14.5K | – | 442 |
|
|
2023
Q4 | $14.5K | Buy |
277
+3
| +1% | +$151 | ﹤0.01% | 487 |
|
|
2023
Q3 | $13.9K | Buy |
274
+3
| +1% | +$170 | ﹤0.01% | 478 |
|
|
2023
Q2 | $15.8K | Buy |
271
+3
| +1% | +$181 | ﹤0.01% | 466 |
|
|
2023
Q1 | $16.4K | Buy |
268
+3
| +1% | +$182 | ﹤0.01% | 467 |
|
|
2022
Q4 | $16.7K | Buy |
265
+2
| +0.8% | +$120 | ﹤0.01% | 453 |
|
|
2022
Q3 | $16K | Buy |
263
+2
| +0.8% | +$135 | ﹤0.01% | 429 |
|
|
2022
Q2 | $17K | Buy |
261
+3
| +1% | +$203 | ﹤0.01% | 429 |
|
|
2022
Q1 | $18K | Buy |
258
+2
| +0.8% | +$129 | ﹤0.01% | 464 |
|
|
2021
Q4 | $18K | Buy |
256
+2
| +0.8% | +$130 | ﹤0.01% | 500 |
|
|
2021
Q3 | $16K | Buy |
254
+2
| +0.8% | +$131 | ﹤0.01% | 536 |
|
|
2021
Q2 | $15K | Buy |
252
+2
| +0.8% | +$125 | ﹤0.01% | 549 |
|
|
2021
Q1 | $15K | Buy |
250
+3
| +1% | +$166 | ﹤0.01% | 543 |
|
|
2020
Q4 | $14K | Buy |
247
+2
| +0.8% | +$110 | ﹤0.01% | 522 |
|
|
2020
Q3 | $12K | Buy |
245
+3
| +1% | +$168 | ﹤0.01% | 489 |
|
|
2020
Q2 | $14K | Buy |
242
+2
| +0.8% | +$118 | ﹤0.01% | 452 |
|
|
2020
Q1 | $13K | Buy |
240
+1
| +0.4% | +$66 | ﹤0.01% | 424 |
|
|
2019
Q4 | $16K | Hold |
239
| – | – | ﹤0.01% | 439 |
|
|
2019
Q3 | $16K | Hold |
239
| – | – | ﹤0.01% | 417 |
|
|
2019
Q2 | $14K | Hold |
239
| – | – | ﹤0.01% | 462 |
|
|
2019
Q1 | $14K | Hold |
239
| – | – | ﹤0.01% | 418 |
|
|
2018
Q4 | $14K | Hold |
239
| – | – | ﹤0.01% | 419 |
|
|
2018
Q3 | $13K | Hold |
239
| – | – | ﹤0.01% | 419 |
|
|
2018
Q2 | $13K | Buy |
+239
| New | +$12.8K | ﹤0.01% | 410 |
|
Other funds holding EVRG
