Stonebridge Capital Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12
| Closed | -$608 | – | 413 |
|
|
2023
Q3 | $608 | Hold |
12
| – | – | ﹤0.01% | 876 |
|
|
2023
Q2 | $701 | Hold |
12
| – | – | ﹤0.01% | 879 |
|
|
2023
Q1 | $733 | Hold |
12
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $755 | Hold |
12
| – | – | ﹤0.01% | 882 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 888 |
|
|
2022
Q1 | – | Sell |
-165
| Closed | -$11K | – | 1044 |
|
|
2021
Q4 | $11K | Buy |
+165
| New | +$11K | ﹤0.01% | 623 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$7K | – | 797 |
|
|
2019
Q4 | $7K | Sell |
100
-62
| -38% | -$4.34K | ﹤0.01% | 596 |
|
|
2019
Q3 | $11K | Buy |
162
+62
| +62% | +$4.21K | ﹤0.01% | 537 |
|
|
2019
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 643 |
|