Oakbrook Investments’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,647
| Closed | -$433K | – | 230 |
|
|
2019
Q4 | $433K | Sell |
6,647
-3,600
| -35% | -$235K | 0.09% | 369 |
|
|
2019
Q3 | $682K | Sell |
10,247
-2,000
| -16% | -$133K | 0.04% | 322 |
|
|
2019
Q2 | $737K | Sell |
12,247
-910
| -7% | -$54.8K | 0.04% | 316 |
|
|
2019
Q1 | $764K | Sell |
13,157
-700
| -5% | -$40.6K | 0.05% | 301 |
|
|
2018
Q4 | $787K | Sell |
13,857
-1,803
| -12% | -$102K | 0.05% | 271 |
|
|
2018
Q3 | $860K | Buy |
15,660
+4,339
| +38% | +$238K | 0.05% | 326 |
|
|
2018
Q2 | $636K | Buy |
+11,321
| New | +$636K | 0.04% | 299 |
|