Old North State Trust’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-80
| Closed | -$5K | – | 355 |
|
|
2021
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 311 |
|
|
2020
Q4 | $4K | Sell |
80
-490
| -86% | -$24.5K | ﹤0.01% | 356 |
|
|
2020
Q3 | $29K | Buy |
+570
| New | +$29K | 0.02% | 225 |
|
|
2020
Q1 | – | Sell |
-370
| Closed | -$24K | – | 188 |
|
|
2019
Q4 | $24K | Sell |
370
-335
| -48% | -$21.7K | 0.01% | 244 |
|
|
2019
Q3 | $47K | Hold |
705
| – | – | 0.03% | 213 |
|
|
2019
Q2 | $42K | Hold |
705
| – | – | 0.03% | 222 |
|
|
2019
Q1 | $40K | Hold |
705
| – | – | 0.03% | 231 |
|
|
2018
Q4 | $40K | Hold |
705
| – | – | 0.04% | 222 |
|
|
2018
Q3 | $38K | Buy |
+705
| New | +$38K | 0.04% | 224 |
|