Laurel Wealth Advisors (California)’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $292K | Buy |
4,642
+150
| +3% | +$9.44K | 0.03% | 518 |
|
|
2022
Q3 | $267K | Buy |
4,492
+30
| +0.7% | +$1.78K | 0.03% | 517 |
|
|
2022
Q2 | $292K | Hold |
4,462
| – | – | 0.03% | 500 |
|
|
2022
Q1 | $305K | Buy |
4,462
+10
| +0.2% | +$684 | 0.03% | 571 |
|
|
2021
Q4 | $306K | Buy |
+4,452
| New | +$306K | 0.02% | 614 |
|
|
2019
Q4 | – | Sell |
-3,043
| Closed | -$203K | – | 444 |
|
|
2019
Q3 | $203K | Buy |
+3,043
| New | +$203K | 0.03% | 425 |
|
|
2018
Q3 | – | Sell |
-5,230
| Closed | -$293K | – | 408 |
|
|
2018
Q2 | $293K | Buy |
+5,230
| New | +$293K | 0.08% | 262 |
|