Schubert & Co’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$1.9K | – | 527 |
|
|
2023
Q1 | $1.9K | Buy |
31
+5
| +19% | +$306 | ﹤0.01% | 936 |
|
|
2022
Q4 | $1.64K | Sell |
26
-24
| -48% | -$1.51K | ﹤0.01% | 975 |
|
|
2022
Q3 | $3K | Buy |
50
+15
| +43% | +$900 | ﹤0.01% | 596 |
|
|
2022
Q2 | $2K | Buy |
35
+17
| +94% | +$971 | ﹤0.01% | 756 |
|
|
2022
Q1 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 671 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 623 |
|