RFM
Royal Fund Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,760
| Closed | -$295K | – | 244 |
|
|
2024
Q3 | $295K | Buy |
+4,760
| New | +$295K | 0.02% | 238 |
|
|
2024
Q2 | – | Sell |
-4,633
| Closed | -$247K | – | 246 |
|
|
2024
Q1 | $247K | Buy |
4,633
+20
| +0.4% | +$1.07K | 0.02% | 228 |
|
|
2023
Q4 | $241K | Buy |
4,613
+20
| +0.4% | +$1.04K | 0.03% | 221 |
|
|
2023
Q3 | $233K | Sell |
4,593
-49
| -1% | -$2.48K | 0.03% | 213 |
|
|
2023
Q2 | $271K | Buy |
4,642
+15
| +0.3% | +$876 | 0.03% | 204 |
|
|
2023
Q1 | $283K | Buy |
4,627
+13
| +0.3% | +$794 | 0.04% | 202 |
|
|
2022
Q4 | $290K | Buy |
4,614
+5
| +0.1% | +$315 | 0.05% | 186 |
|
|
2022
Q3 | $273K | Hold |
4,609
| – | – | 0.05% | 171 |
|
|
2022
Q2 | $300K | Buy |
4,609
+1,479
| +47% | +$96.3K | 0.05% | 163 |
|
|
2022
Q1 | $213K | Buy |
3,130
+1
| +0% | +$68 | 0.03% | 179 |
|
|
2021
Q4 | $214K | Buy |
+3,129
| New | +$214K | 0.03% | 182 |
|
|
2020
Q2 | – | Sell |
-3,126
| Closed | -$172K | – | 269 |
|
|
2020
Q1 | $172K | Buy |
3,126
+52
| +2% | +$2.86K | 0.07% | 156 |
|
|
2019
Q4 | $200K | Hold |
3,074
| – | – | 0.05% | 152 |
|
|
2019
Q3 | $204K | Buy |
3,074
+664
| +28% | +$44.1K | 0.06% | 136 |
|
|
2019
Q2 | $144K | Buy |
2,410
+1
| +0% | +$60 | 0.04% | 157 |
|
|
2019
Q1 | $139K | Buy |
2,409
+2,347
| +3,785% | +$135K | 0.04% | 147 |
|
|
2018
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 452 |
|
|
2018
Q3 | $3K | Hold |
62
| – | – | ﹤0.01% | 428 |
|
|
2018
Q2 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 452 |
|