Klaas Financial Asset Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-412
| Closed | -$24K | – | 49 |
|
2022
Q3 | $24K | Hold |
412
| – | – | 0.01% | 63 |
|
2022
Q2 | $27K | Hold |
412
| – | – | 0.01% | 58 |
|
2022
Q1 | $28K | Hold |
412
| – | – | 0.01% | 58 |
|
2021
Q4 | $28K | Buy |
412
+4
| +1% | +$272 | 0.01% | 58 |
|
2021
Q3 | $25K | Buy |
408
+3
| +0.7% | +$184 | 0.01% | 61 |
|
2021
Q2 | $24K | Buy |
405
+3
| +0.7% | +$178 | 0.01% | 62 |
|
2021
Q1 | $24K | Sell |
402
-33
| -8% | -$1.97K | 0.01% | 54 |
|
2020
Q4 | $24K | Buy |
+435
| New | +$24K | 0.01% | 54 |
|