Gemmer Asset Management’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 |
-366
| Closed | -$25K | – | 426 |
|
|
2022
Q1 | $25K | Hold |
366
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $25K | Hold |
366
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $23K | Hold |
366
| – | – | ﹤0.01% | 435 |
|
|
2021
Q2 | $22K | Hold |
366
| – | – | ﹤0.01% | 505 |
|
|
2021
Q1 | $22K | Hold |
366
| – | – | ﹤0.01% | 472 |
|
|
2020
Q4 | $20K | Hold |
366
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $19K | Hold |
366
| – | – | ﹤0.01% | 405 |
|
|
2020
Q2 | $22K | Hold |
366
| – | – | ﹤0.01% | 350 |
|
|
2020
Q1 | $20K | Hold |
366
| – | – | 0.01% | 328 |
|
|
2019
Q4 | $24K | Hold |
366
| – | – | 0.01% | 348 |
|
|
2019
Q3 | $24K | Hold |
366
| – | – | 0.01% | 338 |
|
|
2019
Q2 | $22K | Hold |
366
| – | – | 0.01% | 355 |
|
|
2019
Q1 | $21K | Hold |
366
| – | – | 0.01% | 393 |
|
|
2018
Q4 | $21K | Hold |
366
| – | – | 0.01% | 336 |
|
|
2018
Q3 | $20K | Sell |
366
-82
| -18% | -$4.48K | 0.01% | 403 |
|
|
2018
Q2 | $25K | Buy |
+448
| New | +$25K | 0.01% | 327 |
|