Jacobi Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-918
| Closed | -$57K | – | 679 |
|
|
2021
Q3 | $57K | Buy |
918
+161
| +21% | +$10K | 0.01% | 623 |
|
|
2021
Q2 | $46K | Hold |
757
| – | – | 0.01% | 645 |
|
|
2021
Q1 | $45K | Hold |
757
| – | – | 0.01% | 597 |
|
|
2020
Q4 | $42K | Hold |
757
| – | – | 0.01% | 564 |
|
|
2020
Q3 | $38K | Hold |
757
| – | – | 0.01% | 547 |
|
|
2020
Q2 | $45K | Hold |
757
| – | – | 0.01% | 494 |
|
|
2020
Q1 | $42K | Hold |
757
| – | – | 0.01% | 455 |
|
|
2019
Q4 | $49K | Hold |
757
| – | – | 0.01% | 475 |
|
|
2019
Q3 | $50K | Hold |
757
| – | – | 0.01% | 459 |
|
|
2019
Q2 | $46K | Hold |
757
| – | – | 0.01% | 468 |
|
|
2019
Q1 | $44K | Hold |
757
| – | – | 0.01% | 433 |
|
|
2018
Q4 | $43K | Hold |
757
| – | – | 0.01% | 411 |
|
|
2018
Q3 | $42K | Hold |
757
| – | – | 0.01% | 448 |
|
|
2018
Q2 | $43K | Buy |
+757
| New | +$43K | 0.01% | 433 |
|