Simplicity Solutions’s Evergy EVRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$522K Buy
9,997
+553
+6% +$28.9K 0.01% 651
2023
Q3
$479K Sell
9,444
-912
-9% -$46.2K 0.02% 611
2023
Q2
$605K Sell
10,356
-2,693
-21% -$157K 0.02% 609
2023
Q1
$798K Buy
13,049
+265
+2% +$16.2K 0.02% 542
2022
Q4
$805K Sell
12,784
-1,696
-12% -$107K 0.11% 238
2022
Q3
$861K Buy
14,480
+9,006
+165% +$536K 0.12% 200
2022
Q2
$357K Buy
5,474
+1,691
+45% +$110K 0.05% 388
2022
Q1
$259K Buy
+3,783
New +$259K 0.03% 515
2021
Q3
Sell
-5,727
Closed -$346K 593
2021
Q2
$346K Buy
5,727
+742
+15% +$44.8K 0.07% 332
2021
Q1
$297K Buy
+4,985
New +$297K 0.07% 336
2019
Q2
Sell
-4,104
Closed -$238K 711
2019
Q1
$238K Sell
4,104
-800
-16% -$46.4K 0.01% 625
2018
Q4
$279K Buy
+4,904
New +$279K 0.04% 466