Optimum Investment Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-247
| Closed | -$15K | – | 840 |
|
|
2021
Q3 | $15K | Sell |
247
-35
| -12% | -$2.13K | 0.01% | 627 |
|
|
2021
Q2 | $17K | Hold |
282
| – | – | 0.01% | 680 |
|
|
2021
Q1 | $17K | Hold |
282
| – | – | 0.01% | 691 |
|
|
2020
Q4 | $16K | Hold |
282
| – | – | ﹤0.01% | 656 |
|
|
2020
Q3 | $14K | Hold |
282
| – | – | ﹤0.01% | 647 |
|
|
2020
Q2 | $17K | Hold |
282
| – | – | 0.01% | 627 |
|
|
2020
Q1 | $16K | Hold |
282
| – | – | 0.01% | 615 |
|
|
2019
Q4 | $18K | Hold |
282
| – | – | 0.01% | 689 |
|
|
2019
Q3 | $19K | Hold |
282
| – | – | 0.01% | 685 |
|
|
2019
Q2 | $17K | Hold |
282
| – | – | 0.01% | 704 |
|
|
2019
Q1 | $16K | Hold |
282
| – | – | 0.01% | 726 |
|
|
2018
Q4 | $16K | Hold |
282
| – | – | 0.01% | 684 |
|
|
2018
Q3 | $15K | Hold |
282
| – | – | ﹤0.01% | 782 |
|
|
2018
Q2 | $16K | Buy |
+282
| New | +$16K | ﹤0.01% | 774 |
|