SWM
Selective Wealth Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,364
| Closed | -$81K | – | 294 |
|
|
2022
Q3 | $81K | Hold |
1,364
| – | – | 0.03% | 234 |
|
|
2022
Q2 | $89K | Buy |
1,364
+422
| +45% | +$27.5K | 0.03% | 236 |
|
|
2022
Q1 | $64K | Buy |
942
+716
| +317% | +$48.6K | 0.02% | 265 |
|
|
2021
Q4 | $16K | Hold |
226
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $14K | Hold |
226
| – | – | 0.01% | 397 |
|
|
2021
Q2 | $14K | Hold |
226
| – | – | 0.01% | 306 |
|
|
2021
Q1 | $13K | Hold |
226
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $13K | Hold |
226
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $11K | Hold |
226
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $13K | Buy |
+226
| New | +$13K | 0.01% | 217 |
|