Pathstone Family Office’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $234K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $37K | Hold |
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|
2019
Q4 | $442K | Hold |
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|
2019
Q3 | $45K | Hold |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $39K | Buy |
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