SIM
Sonora Investment Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7.7M | Sell |
123,759
-2,760
| -2% | -$172K | 0.96% | 37 |
|
|
2021
Q2 | $7.65M | Buy |
126,519
+1,834
| +1% | +$111K | 1% | 36 |
|
|
2021
Q1 | $7.42M | Buy |
124,685
+10,941
| +10% | +$651K | 0.58% | 60 |
|
|
2020
Q4 | $6.31M | Buy |
113,744
+14,764
| +15% | +$820K | 0.52% | 67 |
|
|
2020
Q3 | $5.03M | Buy |
98,980
+7,422
| +8% | +$377K | 0.47% | 70 |
|
|
2020
Q2 | $5.43M | Buy |
91,558
+3,054
| +3% | +$181K | 0.56% | 64 |
|
|
2020
Q1 | $4.87M | Buy |
88,504
+7,975
| +10% | +$439K | 0.58% | 58 |
|
|
2019
Q4 | $5.24M | Buy |
80,529
+77,915
| +2,981% | +$5.07M | 0.5% | 73 |
|
|
2019
Q3 | $174K | Buy |
2,614
+2,255
| +628% | +$150K | 0.02% | 253 |
|
|
2019
Q2 | $22K | Buy |
+359
| New | +$22K | ﹤0.01% | 832 |
|