Lenox Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 704 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 833 |
|
|
2021
Q3 | $0 | Buy |
8
+4
| +100% | – | ﹤0.01% | 738 |
|
|
2021
Q2 | $0 | Sell |
4
-46
| -92% | – | ﹤0.01% | 729 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 567 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 821 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 753 |
|
|
2019
Q2 | – | Sell |
-97
| Closed | -$6K | – | 465 |
|
|
2019
Q1 | $6K | Buy |
97
+53
| +120% | +$3.28K | ﹤0.01% | 328 |
|
|
2018
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 338 |
|
|
2018
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 367 |
|
|
2018
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 492 |
|