GW & Wade’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $406K | Sell |
7,775
-549
| -7% | -$28.7K | 0.01% | 319 |
|
|
2023
Q3 | $422K | Buy |
8,324
+463
| +6% | +$23.5K | 0.02% | 293 |
|
|
2023
Q2 | $459K | Hold |
7,861
| – | – | 0.02% | 284 |
|
|
2023
Q1 | $480K | Sell |
7,861
-14
| -0.2% | -$855 | 0.02% | 267 |
|
|
2022
Q4 | $496K | Sell |
7,875
-584
| -7% | -$36.8K | 0.02% | 257 |
|
|
2022
Q3 | $502K | Buy |
+8,459
| New | +$502K | 0.02% | 243 |
|
|
2022
Q2 | – | Sell |
-7,871
| Closed | -$538K | – | 389 |
|
|
2022
Q1 | $538K | Hold |
7,871
| – | – | 0.02% | 237 |
|
|
2021
Q4 | $540K | Buy |
7,871
+10
| +0.1% | +$686 | 0.02% | 241 |
|
|
2021
Q3 | $489K | Hold |
7,861
| – | – | 0.02% | 250 |
|
|
2021
Q2 | $475K | Hold |
7,861
| – | – | 0.02% | 254 |
|
|
2021
Q1 | $468K | Buy |
7,861
+86
| +1% | +$5.12K | 0.02% | 230 |
|
|
2020
Q4 | $432K | Sell |
7,775
-385
| -5% | -$21.4K | 0.03% | 201 |
|
|
2020
Q3 | $415K | Hold |
8,160
| – | – | 0.03% | 169 |
|
|
2020
Q2 | $484K | Buy |
8,160
+385
| +5% | +$22.8K | 0.04% | 153 |
|
|
2020
Q1 | $428K | Sell |
7,775
-382
| -5% | -$21K | 0.04% | 142 |
|
|
2019
Q4 | $531K | Sell |
8,157
-269
| -3% | -$17.5K | 0.04% | 152 |
|
|
2019
Q3 | $561K | Buy |
8,426
+382
| +5% | +$25.4K | 0.05% | 143 |
|
|
2019
Q2 | $484K | Hold |
8,044
| – | – | 0.04% | 149 |
|
|
2019
Q1 | $467K | Sell |
8,044
-119
| -1% | -$6.91K | 0.04% | 148 |
|
|
2018
Q4 | $463K | Buy |
8,163
+269
| +3% | +$15.3K | 0.05% | 148 |
|
|
2018
Q3 | $434K | Buy |
7,894
+119
| +2% | +$6.54K | 0.05% | 153 |
|
|
2018
Q2 | $437K | Buy |
+7,775
| New | +$437K | 0.05% | 155 |
|