Optimal Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.97M | Buy |
31,594
+57
| +0.2% | +$3.55K | 0.25% | 150 |
|
|
2021
Q2 | $1.91M | Buy |
31,537
+1
| +0% | +$60 | 0.23% | 162 |
|
|
2021
Q1 | $1.88M | Buy |
31,536
+3,201
| +11% | +$191K | 0.24% | 145 |
|
|
2020
Q4 | $1.57M | Sell |
28,335
-58
| -0.2% | -$3.22K | 0.22% | 158 |
|
|
2020
Q3 | $1.44M | Sell |
28,393
-4,407
| -13% | -$224K | 0.21% | 161 |
|
|
2020
Q2 | $1.95M | Sell |
32,800
-46,780
| -59% | -$2.77M | 0.32% | 111 |
|
|
2020
Q1 | $4.38K | Buy |
79,580
+35,110
| +79% | +$1.93K | 0.41% | 76 |
|
|
2019
Q4 | $2.9M | Buy |
+44,470
| New | +$2.9M | 0.44% | 61 |
|