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Patriot Financial Group Insurance Agency’s Evergy EVRG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6
Closed – – 1717
2020
Q2 		$0 Sell
6
-8
-57% -$474 ﹤0.01% 1700
2020
Q1 		$1K Hold
14
– – ﹤0.01% 1422
2019
Q4 		$1K Hold
14
– – ﹤0.01% 1192
2019
Q3 		$1K Hold
14
– – ﹤0.01% 1172
2019
Q2 		$1K Buy
14
+7
+100% +$410 ﹤0.01% 1230
2019
Q1 		$0 Buy
+7
New +$398 ﹤0.01% 1249

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N
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Patriot Financial Group Insurance Agency's EVRG Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Evergy (EVRG) in Q3 2020, closing a stake of 6 shares.

Patriot Financial Group Insurance Agency first reported a position in EVRG in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 6 Evergy shares in Q3 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Evergy in Q1 2019 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Evergy position peaked at $1K in Q1 2020.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.