J.P. Morgan Private Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $561K | Sell |
11,062
-914
| -8% | -$46.3K | ﹤0.01% | 1203 |
|
|
2023
Q2 | $700K | Sell |
11,976
-6,225
| -34% | -$364K | ﹤0.01% | 891 |
|
|
2023
Q1 | $1.11M | Sell |
18,201
-1,517
| -8% | -$92.7K | ﹤0.01% | 1120 |
|
|
2022
Q4 | $1.24M | Sell |
19,718
-3
| -0% | -$189 | ﹤0.01% | 1043 |
|
|
2022
Q3 | $1.17M | Sell |
19,721
-124
| -0.6% | -$7.36K | ﹤0.01% | 1058 |
|
|
2022
Q2 | $1.3M | Sell |
19,845
-136
| -0.7% | -$8.88K | ﹤0.01% | 1009 |
|
|
2022
Q1 | $1.37M | Buy |
19,981
+841
| +4% | +$57.5K | ﹤0.01% | 1069 |
|
|
2021
Q4 | $1.31M | Sell |
19,140
-4
| -0% | -$274 | ﹤0.01% | 1101 |
|
|
2021
Q3 | $1.19M | Sell |
19,144
-278
| -1% | -$17.3K | ﹤0.01% | 1131 |
|
|
2021
Q2 | $1.17M | Buy |
19,422
+947
| +5% | +$57.2K | ﹤0.01% | 1115 |
|
|
2021
Q1 | $1.1M | Buy |
18,475
+369
| +2% | +$22K | ﹤0.01% | 995 |
|
|
2020
Q4 | $1.01M | Sell |
18,106
-3,593
| -17% | -$199K | ﹤0.01% | 1007 |
|
|
2020
Q3 | $1.1M | Buy |
21,699
+2,267
| +12% | +$115K | ﹤0.01% | 853 |
|
|
2020
Q2 | $1.15M | Buy |
19,432
+620
| +3% | +$36.8K | 0.01% | 764 |
|
|
2020
Q1 | $1.04M | Sell |
18,812
-1,885
| -9% | -$104K | 0.01% | 704 |
|
|
2019
Q4 | $1.35M | Sell |
20,697
-681
| -3% | -$44.3K | 0.01% | 697 |
|
|
2019
Q3 | $1.42M | Buy |
21,378
+549
| +3% | +$36.5K | 0.01% | 656 |
|
|
2019
Q2 | $1.25M | Sell |
20,829
-2,756
| -12% | -$166K | 0.01% | 690 |
|
|
2019
Q1 | $1.37M | Sell |
23,585
-332
| -1% | -$19.3K | 0.01% | 699 |
|
|
2018
Q4 | $1.36M | Sell |
23,917
-377
| -2% | -$21.4K | 0.01% | 660 |
|
|
2018
Q3 | $1.33M | Buy |
24,294
+1,473
| +6% | +$80.9K | 0.01% | 736 |
|
|
2018
Q2 | $1.28M | Buy |
+22,821
| New | +$1.28M | 0.01% | 701 |
|