Householder Group Estate & Retirement Specialist’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,070
| Closed | -$66K | – | 741 |
|
|
2024
Q3 | $66K | Hold |
1,070
| – | – | 0.02% | 436 |
|
|
2024
Q2 | $56K | Hold |
1,070
| – | – | 0.02% | 452 |
|
|
2024
Q1 | $57.1K | Hold |
1,070
| – | – | 0.02% | 452 |
|
|
2023
Q4 | $55K | Hold |
1,070
| – | – | 0.02% | 444 |
|
|
2023
Q3 | $54.2K | Buy |
+1,070
| New | +$54.2K | 0.02% | 431 |
|
|
2023
Q1 | $65K | Sell |
1,070
-40
| -4% | -$2.43K | 0.02% | 386 |
|
|
2022
Q4 | $69K | Buy |
1,110
+40
| +4% | +$2.49K | 0.1% | 99 |
|
|
2022
Q3 | $63K | Buy |
+1,070
| New | +$63K | 0.03% | 354 |
|