Pathstone Family Office’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $339K | Buy |
+6,572
| New | +$339K | ﹤0.01% | 1237 |
|
|
2023
Q2 | – | Sell |
-3,473
| Closed | -$220K | – | 1255 |
|
|
2023
Q1 | $220K | Sell |
3,473
-530
| -13% | -$33.5K | ﹤0.01% | 1047 |
|
|
2022
Q4 | $234K | Buy |
+4,003
| New | +$234K | ﹤0.01% | 1323 |
|
|
2021
Q1 | – | Sell |
-1,025
| Closed | -$57K | – | 864 |
|
|
2020
Q4 | $57K | Buy |
1,025
+346
| +51% | +$19.2K | ﹤0.01% | 485 |
|
|
2020
Q3 | $35K | Hold |
679
| – | – | ﹤0.01% | 405 |
|
|
2020
Q2 | $40K | Hold |
679
| – | – | ﹤0.01% | 341 |
|
|
2020
Q1 | $37K | Hold |
679
| – | – | 0.01% | 346 |
|
|
2019
Q4 | $442K | Hold |
679
| – | – | ﹤0.01% | 311 |
|
|
2019
Q3 | $45K | Hold |
679
| – | – | 0.01% | 282 |
|
|
2019
Q2 | $41K | Hold |
679
| – | – | ﹤0.01% | 353 |
|
|
2019
Q1 | $39K | Buy |
+679
| New | +$39K | 0.01% | 338 |
|