Opus Investment Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-53,394
| Closed | -$2.71M | – | 98 |
|
|
2020
Q3 | $2.71M | Buy |
53,394
+5,300
| +11% | +$269K | 0.51% | 54 |
|
|
2020
Q2 | $2.85M | Hold |
48,094
| – | – | 0.58% | 52 |
|
|
2020
Q1 | $2.65M | Sell |
48,094
-25,000
| -34% | -$1.38M | 0.56% | 48 |
|
|
2019
Q4 | $4.76M | Hold |
73,094
| – | – | 0.78% | 39 |
|
|
2019
Q3 | $4.87M | Hold |
73,094
| – | – | 0.85% | 35 |
|
|
2019
Q2 | $4.4M | Hold |
73,094
| – | – | 0.83% | 38 |
|
|
2019
Q1 | $4.24M | Hold |
73,094
| – | – | 0.84% | 39 |
|
|
2018
Q4 | $4.15M | Sell |
73,094
-5,200
| -7% | -$295K | 0.89% | 39 |
|
|
2018
Q3 | $4.3M | Hold |
78,294
| – | – | 0.75% | 39 |
|
|
2018
Q2 | $4.4M | Buy |
+78,294
| New | +$4.4M | 0.8% | 39 |
|