Level Four Advisory Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,736
| Closed | -$218K | – | 775 |
|
|
2023
Q2 | $218K | Buy |
+3,736
| New | +$218K | 0.01% | 714 |
|
|
2019
Q1 | – | Sell |
-4,544
| Closed | -$258K | – | 522 |
|
|
2018
Q4 | $258K | Sell |
4,544
-1,732
| -28% | -$98.3K | 0.03% | 430 |
|
|
2018
Q3 | $345K | Buy |
6,276
+499
| +9% | +$27.4K | 0.04% | 432 |
|
|
2018
Q2 | $324K | Buy |
+5,777
| New | +$324K | 0.02% | 458 |
|