FORA Capital’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 |
-10,830
| Closed | -$578K | – | 421 |
|
2024
Q1 | $578K | Sell |
10,830
-43,657
| -80% | -$2.33M | 0.05% | 305 |
|
2023
Q4 | $2.84M | Buy |
54,487
+35,601
| +189% | +$1.86M | 0.24% | 117 |
|
2023
Q3 | $958K | Buy |
+18,886
| New | +$958K | 0.08% | 253 |
|
2023
Q2 | – | Sell |
-21,946
| Closed | -$1.34M | – | 436 |
|
2023
Q1 | $1.34M | Buy |
21,946
+17,840
| +434% | +$1.09M | 0.13% | 210 |
|
2022
Q4 | $258K | Sell |
4,106
-1,645
| -29% | -$104K | 0.04% | 400 |
|
2022
Q3 | $342K | Buy |
+5,751
| New | +$342K | 0.07% | 312 |
|
2021
Q4 | – | Sell |
-4,149
| Closed | -$258K | – | 363 |
|
2021
Q3 | $258K | Buy |
+4,149
| New | +$258K | 0.07% | 302 |
|
2020
Q4 | – | Sell |
-3,435
| Closed | -$175K | – | 981 |
|
2020
Q3 | $175K | Sell |
3,435
-1,522
| -31% | -$77.5K | 0.11% | 195 |
|
2020
Q2 | $294K | Sell |
4,957
-887
| -15% | -$52.6K | 0.1% | 261 |
|
2020
Q1 | $322K | Sell |
5,844
-36,680
| -86% | -$2.02M | 0.07% | 326 |
|
2019
Q4 | $2.77M | Buy |
+42,524
| New | +$2.77M | 0.28% | 78 |
|