Mondrian Investment Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-966
| Closed | -$57 | – | 93 |
|
|
2022
Q3 | $57 | Hold |
966
| – | – | ﹤0.01% | 77 |
|
|
2022
Q2 | $63K | Hold |
966
| – | – | ﹤0.01% | 75 |
|
|
2022
Q1 | $66K | Hold |
966
| – | – | ﹤0.01% | 75 |
|
|
2021
Q4 | $66K | Hold |
966
| – | – | ﹤0.01% | 123 |
|
|
2021
Q3 | $60K | Hold |
966
| – | – | ﹤0.01% | 118 |
|
|
2021
Q2 | $58K | Hold |
966
| – | – | ﹤0.01% | 119 |
|
|
2021
Q1 | $62K | Sell |
966
-143
| -13% | -$9.18K | ﹤0.01% | 114 |
|
|
2020
Q4 | $62K | Hold |
1,109
| – | – | ﹤0.01% | 104 |
|
|
2020
Q3 | $61K | Buy |
1,109
+280
| +34% | +$15.4K | ﹤0.01% | 96 |
|
|
2020
Q2 | $49K | Hold |
829
| – | – | ﹤0.01% | 95 |
|
|
2020
Q1 | $46K | Hold |
829
| – | – | ﹤0.01% | 91 |
|
|
2019
Q4 | $54K | Hold |
829
| – | – | ﹤0.01% | 96 |
|
|
2019
Q3 | $55K | Buy |
829
+166
| +25% | +$11K | ﹤0.01% | 96 |
|
|
2019
Q2 | $40K | Hold |
663
| – | – | ﹤0.01% | 102 |
|
|
2019
Q1 | $38K | Hold |
663
| – | – | ﹤0.01% | 107 |
|
|
2018
Q4 | $38K | Buy |
+663
| New | +$38K | ﹤0.01% | 105 |
|