Osborne Partners Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,556
| Closed | -$253K | – | 202 |
|
|
2020
Q4 | $253K | Sell |
4,556
-867
| -16% | -$48.1K | 0.03% | 174 |
|
|
2020
Q3 | $276K | Hold |
5,423
| – | – | 0.06% | 135 |
|
|
2020
Q2 | $322K | Sell |
5,423
-324
| -6% | -$19.2K | 0.07% | 130 |
|
|
2020
Q1 | $316K | Sell |
5,747
-3,506
| -38% | -$193K | 0.08% | 123 |
|
|
2019
Q4 | $602K | Hold |
9,253
| – | – | 0.12% | 103 |
|
|
2019
Q3 | $616K | Hold |
9,253
| – | – | 0.12% | 101 |
|
|
2019
Q2 | $557K | Sell |
9,253
-1,093
| -11% | -$65.8K | 0.11% | 108 |
|
|
2019
Q1 | $601K | Sell |
10,346
-2,499
| -19% | -$145K | 0.12% | 101 |
|
|
2018
Q4 | $729K | Sell |
12,845
-1,256
| -9% | -$71.3K | 0.11% | 123 |
|
|
2018
Q3 | $774K | Sell |
14,101
-582
| -4% | -$31.9K | 0.1% | 123 |
|
|
2018
Q2 | $824K | Buy |
+14,683
| New | +$824K | 0.11% | 117 |
|