Sullivan, Bruyette, Speros & Blaney’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $247K | Buy |
4,153
+23
| +0.6% | +$1.37K | 0.01% | 265 |
|
|
2020
Q4 | $229K | Hold |
4,130
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $210K | Buy |
4,130
+130
| +3% | +$6.61K | 0.01% | 243 |
|
|
2020
Q2 | $237K | Hold |
4,000
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $220K | Hold |
4,000
| – | – | 0.02% | 198 |
|
|
2019
Q4 | $260K | Hold |
4,000
| – | – | 0.01% | 211 |
|
|
2019
Q3 | $266K | Hold |
4,000
| – | – | 0.02% | 199 |
|
|
2019
Q2 | $241K | Hold |
4,000
| – | – | 0.01% | 205 |
|
|
2019
Q1 | $232K | Buy |
4,000
+270
| +7% | +$15.7K | 0.01% | 190 |
|
|
2018
Q4 | $212K | Hold |
3,730
| – | – | 0.01% | 182 |
|
|
2018
Q3 | $205K | Buy |
+3,730
| New | +$205K | 0.02% | 163 |
|