M&R Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $37.8K | Hold |
610
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $32.3K | Hold |
610
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $32.6K | Hold |
610
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $31.8K | Hold |
610
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $30.9K | Hold |
610
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $35.6K | Hold |
610
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $37.3K | Hold |
610
| – | – | 0.01% | 253 |
|
|
2022
Q4 | $38.4K | Hold |
610
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $36K | Hold |
610
| – | – | 0.01% | 239 |
|
|
2022
Q2 | $39K | Hold |
610
| – | – | 0.01% | 242 |
|
|
2022
Q1 | $41K | Hold |
610
| – | – | 0.01% | 252 |
|
|
2021
Q4 | $41K | Hold |
610
| – | – | 0.01% | 245 |
|
|
2021
Q3 | $37K | Hold |
610
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $36K | Hold |
610
| – | – | 0.01% | 262 |
|
|
2021
Q1 | $36K | Hold |
610
| – | – | 0.01% | 247 |
|
|
2020
Q4 | $33K | Hold |
610
| – | – | 0.01% | 267 |
|
|
2020
Q3 | $31K | Hold |
610
| – | – | 0.01% | 276 |
|
|
2020
Q2 | $36K | Sell |
610
-500
| -45% | -$29.5K | 0.01% | 266 |
|
|
2020
Q1 | $61K | Hold |
1,110
| – | – | 0.02% | 220 |
|
|
2019
Q4 | $72K | Sell |
1,110
-109
| -9% | -$7.07K | 0.02% | 236 |
|
|
2019
Q3 | $81K | Hold |
1,219
| – | – | 0.02% | 230 |
|
|
2019
Q2 | $73K | Hold |
1,219
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $69K | Hold |
1,219
| – | – | 0.02% | 248 |
|
|
2018
Q4 | $69K | Sell |
1,219
-610
| -33% | -$34.5K | 0.02% | 234 |
|
|
2018
Q3 | $100K | Hold |
1,829
| – | – | 0.02% | 225 |
|
|
2018
Q2 | $102K | Buy |
+1,829
| New | +$102K | 0.02% | 228 |
|