Gilbert & Cook’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 |
-7,008
| Closed | -$366K | – | 225 |
|
|
2023
Q4 | $366K | Buy |
7,008
+317
| +5% | +$16.5K | 0.05% | 173 |
|
|
2023
Q3 | $339K | Buy |
6,691
+618
| +10% | +$31.3K | 0.05% | 169 |
|
|
2023
Q2 | $355K | Buy |
6,073
+397
| +7% | +$23.2K | 0.06% | 150 |
|
|
2023
Q1 | $347K | Buy |
5,676
+77
| +1% | +$4.71K | 0.06% | 150 |
|
|
2022
Q4 | $352K | Buy |
5,599
+94
| +2% | +$5.92K | 0.06% | 152 |
|
|
2022
Q3 | $335K | Buy |
5,505
+111
| +2% | +$6.76K | 0.07% | 143 |
|
|
2022
Q2 | $352K | Buy |
5,394
+290
| +6% | +$18.9K | 0.06% | 139 |
|
|
2022
Q1 | $349K | Buy |
5,104
+259
| +5% | +$17.7K | 0.06% | 157 |
|
|
2021
Q4 | $332K | Buy |
+4,845
| New | +$332K | 0.05% | 168 |
|