San Francisco Sentry Investment Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $52K | Hold |
865
| – | – | 0.03% | 361 |
|
|
2021
Q1 | $52K | Hold |
865
| – | – | 0.02% | 371 |
|
|
2020
Q4 | $48K | Hold |
865
| – | – | 0.02% | 362 |
|
|
2020
Q3 | $44K | Hold |
865
| – | – | 0.02% | 340 |
|
|
2020
Q2 | $51K | Sell |
865
-12
| -1% | -$708 | 0.03% | 321 |
|
|
2020
Q1 | $48K | Sell |
877
-388
| -31% | -$21.2K | 0.03% | 288 |
|
|
2019
Q4 | $82K | Hold |
1,265
| – | – | 0.04% | 306 |
|
|
2019
Q3 | $84K | Hold |
1,265
| – | – | 0.04% | 291 |
|
|
2019
Q2 | $76K | Hold |
1,265
| – | – | 0.03% | 311 |
|
|
2019
Q1 | $74K | Buy |
1,265
+65
| +5% | +$3.8K | 0.03% | 341 |
|
|
2018
Q4 | $68K | Hold |
1,200
| – | – | 0.03% | 326 |
|
|
2018
Q3 | $66K | Sell |
1,200
-150
| -11% | -$8.25K | 0.02% | 357 |
|
|
2018
Q2 | $76K | Buy |
+1,350
| New | +$76K | 0.03% | 344 |
|