Focused Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-277
| Closed | -$14.5K | – | 403 |
|
|
2023
Q4 | $14.5K | Buy |
277
+3
| +1% | +$157 | ﹤0.01% | 481 |
|
|
2023
Q3 | $13.9K | Buy |
274
+3
| +1% | +$152 | ﹤0.01% | 471 |
|
|
2023
Q2 | $15.8K | Buy |
271
+3
| +1% | +$175 | ﹤0.01% | 458 |
|
|
2023
Q1 | $16.4K | Buy |
268
+3
| +1% | +$183 | ﹤0.01% | 462 |
|
|
2022
Q4 | $16.7K | Buy |
265
+2
| +0.8% | +$126 | ﹤0.01% | 447 |
|
|
2022
Q3 | $16K | Buy |
263
+2
| +0.8% | +$122 | ﹤0.01% | 424 |
|
|
2022
Q2 | $17K | Buy |
261
+3
| +1% | +$195 | ﹤0.01% | 420 |
|
|
2022
Q1 | $18K | Buy |
258
+2
| +0.8% | +$140 | ﹤0.01% | 447 |
|
|
2021
Q4 | $18K | Buy |
256
+2
| +0.8% | +$141 | ﹤0.01% | 486 |
|
|
2021
Q3 | $16K | Buy |
254
+2
| +0.8% | +$126 | ﹤0.01% | 514 |
|
|
2021
Q2 | $15K | Buy |
252
+2
| +0.8% | +$119 | ﹤0.01% | 525 |
|
|
2021
Q1 | $15K | Buy |
250
+3
| +1% | +$180 | ﹤0.01% | 511 |
|
|
2020
Q4 | $14K | Buy |
247
+2
| +0.8% | +$113 | ﹤0.01% | 491 |
|
|
2020
Q3 | $12K | Buy |
245
+3
| +1% | +$147 | ﹤0.01% | 471 |
|
|
2020
Q2 | $14K | Buy |
242
+2
| +0.8% | +$116 | ﹤0.01% | 434 |
|
|
2020
Q1 | $13K | Buy |
240
+1
| +0.4% | +$54 | ﹤0.01% | 415 |
|
|
2019
Q4 | $16K | Hold |
239
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $16K | Hold |
239
| – | – | ﹤0.01% | 413 |
|
|
2019
Q2 | $14K | Hold |
239
| – | – | ﹤0.01% | 445 |
|
|
2019
Q1 | $14K | Hold |
239
| – | – | ﹤0.01% | 408 |
|
|
2018
Q4 | $14K | Hold |
239
| – | – | ﹤0.01% | 409 |
|
|
2018
Q3 | $13K | Hold |
239
| – | – | ﹤0.01% | 408 |
|
|
2018
Q2 | $13K | Buy |
+239
| New | +$13K | ﹤0.01% | 401 |
|