Mirabella Financial Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,175
| Closed | -$380K | – | 270 |
|
|
2024
Q2 | $380K | Buy |
+7,175
| New | +$380K | 0.03% | 295 |
|
|
2024
Q1 | – | Sell |
-93,776
| Closed | -$4.9M | – | 574 |
|
|
2023
Q4 | $4.9M | Buy |
93,776
+74,066
| +376% | +$3.87M | 0.65% | 44 |
|
|
2023
Q3 | $999K | Buy |
+19,710
| New | +$999K | 0.14% | 145 |
|
|
2022
Q3 | – | Sell |
-57,906
| Closed | -$3.78M | – | 404 |
|
|
2022
Q2 | $3.78M | Buy |
+57,906
| New | +$3.78M | 0.37% | 54 |
|
|
2021
Q4 | – | Sell |
-45,054
| Closed | -$2.8M | – | 469 |
|
|
2021
Q3 | $2.8M | Buy |
+45,054
| New | +$2.8M | 0.37% | 75 |
|
|
2021
Q2 | – | Sell |
-7,792
| Closed | -$464K | – | 325 |
|
|
2021
Q1 | $464K | Buy |
+7,792
| New | +$464K | 0.14% | 122 |
|