Freedman Financial Associates’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-424
| Closed | -$29K | – | 137 |
|
|
2022
Q1 | $29K | Hold |
424
| – | – | 0.02% | 263 |
|
|
2021
Q4 | $29K | Hold |
424
| – | – | 0.02% | 262 |
|
|
2021
Q3 | $26K | Hold |
424
| – | – | 0.02% | 264 |
|
|
2021
Q2 | $26K | Buy |
424
+4
| +1% | +$245 | 0.02% | 259 |
|
|
2021
Q1 | $25K | Sell |
420
-4
| -0.9% | -$238 | 0.02% | 270 |
|
|
2020
Q4 | $24K | Buy |
+424
| New | +$24K | 0.02% | 273 |
|