Reilly Financial Advisors’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$1.91M Buy
27,894
+80
+0.3% +$5.49K 0.14% 99
2021
Q3
$1.73M Sell
27,814
-418
-1% -$26K 0.15% 100
2021
Q2
$1.71M Buy
28,232
+864
+3% +$52.2K 0.14% 101
2021
Q1
$1.63M Buy
27,368
+1,331
+5% +$79.2K 0.14% 100
2020
Q4
$1.45M Buy
26,037
+97
+0.4% +$5.38K 0.14% 102
2020
Q3
$1.32M Buy
25,940
+752
+3% +$38.2K 0.14% 97
2020
Q2
$1.49M Buy
25,188
+1,152
+5% +$68.3K 0.18% 83
2020
Q1
$1.32M Sell
24,036
-230
-0.9% -$12.7K 0.19% 79
2019
Q4
$1.58M Buy
24,266
+965
+4% +$62.8K 0.18% 86
2019
Q3
$1.55M Sell
23,301
-2,633
-10% -$175K 0.19% 83
2019
Q2
$1.56M Buy
25,934
+1,614
+7% +$97.1K 0.2% 87
2019
Q1
$1.41M Sell
24,320
-995
-4% -$57.8K 0.18% 92
2018
Q4
$1.44M Buy
25,315
+2,420
+11% +$137K 0.21% 88
2018
Q3
$1.26M Sell
22,895
-605
-3% -$33.2K 0.17% 97
2018
Q2
$1.32M Buy
+23,500
New +$1.32M 0.19% 92