Gofen & Glossberg’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$1.35M Sell
21,383
-100
-0.5% -$6.3K 0.03% 220
2022
Q3
$1.28M Sell
21,483
-1,925
-8% -$114K 0.04% 213
2022
Q2
$1.53M Sell
23,408
-235
-1% -$15.3K 0.04% 207
2022
Q1
$1.62M Sell
23,643
-1,323
-5% -$90.4K 0.04% 211
2021
Q4
$1.71M Sell
24,966
-2,262
-8% -$155K 0.04% 203
2021
Q3
$1.69M Sell
27,228
-7,775
-22% -$484K 0.04% 203
2021
Q2
$2.12M Sell
35,003
-945
-3% -$57.1K 0.05% 190
2021
Q1
$2.14M Sell
35,948
-74
-0.2% -$4.41K 0.05% 180
2020
Q4
$2M Buy
36,022
+1,665
+5% +$92.4K 0.05% 177
2020
Q3
$1.75M Buy
34,357
+26,675
+347% +$1.36M 0.05% 172
2020
Q2
$455K Hold
7,682
0.02% 295
2020
Q1
$423K Sell
7,682
-269
-3% -$14.8K 0.02% 289
2019
Q4
$518K Hold
7,951
0.02% 291
2019
Q3
$529K Hold
7,951
0.02% 281
2019
Q2
$478K Hold
7,951
0.02% 295
2019
Q1
$462K Sell
7,951
-496
-6% -$28.8K 0.02% 288
2018
Q4
$480K Hold
8,447
0.02% 270
2018
Q3
$464K Hold
8,447
0.02% 295
2018
Q2
$474K Buy
+8,447
New +$474K 0.02% 292