Glassman Wealth Services’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 |
-450
| Closed | -$23.5K | – | 739 |
|
|
2023
Q4 | $23.5K | Buy |
450
+235
| +109% | +$12.3K | ﹤0.01% | 646 |
|
|
2023
Q3 | $10.9K | Buy |
215
+64
| +42% | +$3.25K | ﹤0.01% | 833 |
|
|
2023
Q2 | $8.82K | Hold |
151
| – | – | ﹤0.01% | 846 |
|
|
2023
Q1 | $9.23K | Sell |
151
-1
| -0.7% | -$61 | ﹤0.01% | 844 |
|
|
2022
Q4 | $9.57K | Sell |
152
-53
| -26% | -$3.34K | ﹤0.01% | 840 |
|
|
2022
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 741 |
|
|
2022
Q2 | $13K | Buy |
205
+69
| +51% | +$4.38K | ﹤0.01% | 730 |
|
|
2022
Q1 | $9K | Sell |
136
-24
| -15% | -$1.59K | ﹤0.01% | 857 |
|
|
2021
Q4 | $11K | Buy |
160
+15
| +10% | +$1.03K | ﹤0.01% | 757 |
|
|
2021
Q3 | $9K | Buy |
145
+30
| +26% | +$1.86K | ﹤0.01% | 792 |
|
|
2021
Q2 | $7K | Buy |
115
+21
| +22% | +$1.28K | ﹤0.01% | 831 |
|
|
2021
Q1 | $6K | Buy |
94
+6
| +7% | +$383 | ﹤0.01% | 817 |
|
|
2020
Q4 | $5K | Buy |
88
+1
| +1% | +$57 | ﹤0.01% | 859 |
|
|
2020
Q3 | $4K | Sell |
87
-5
| -5% | -$230 | ﹤0.01% | 834 |
|
|
2020
Q2 | $5K | Sell |
92
-7
| -7% | -$380 | ﹤0.01% | 613 |
|
|
2020
Q1 | $5K | Sell |
99
-36
| -27% | -$1.82K | ﹤0.01% | 515 |
|
|
2019
Q4 | $9K | Sell |
135
-33
| -20% | -$2.2K | ﹤0.01% | 498 |
|
|
2019
Q3 | $11K | Buy |
168
+6
| +4% | +$393 | ﹤0.01% | 431 |
|
|
2019
Q2 | $10K | Buy |
162
+22
| +16% | +$1.36K | ﹤0.01% | 455 |
|
|
2019
Q1 | $8K | Buy |
140
+4
| +3% | +$229 | ﹤0.01% | 474 |
|
|
2018
Q4 | $8K | Hold |
136
| – | – | ﹤0.01% | 384 |
|
|
2018
Q3 | $7K | Hold |
136
| – | – | ﹤0.01% | 435 |
|
|
2018
Q2 | $8K | Buy |
+136
| New | +$8K | ﹤0.01% | 390 |
|