Sutton Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $4.46K | Buy |
88
+3
| +4% | +$152 | ﹤0.01% | 607 |
|
2023
Q2 | $4.97K | Hold |
85
| – | – | ﹤0.01% | 569 |
|
2023
Q1 | $5.2K | Sell |
85
-103
| -55% | -$6.3K | ﹤0.01% | 516 |
|
2022
Q4 | $11.8K | Sell |
188
-28
| -13% | -$1.76K | ﹤0.01% | 884 |
|
2022
Q3 | $12.8K | Buy |
216
+38
| +21% | +$2.26K | 0.01% | 816 |
|
2022
Q2 | $11.6K | Hold |
178
| – | – | ﹤0.01% | 853 |
|
2022
Q1 | $12.2K | Buy |
178
+17
| +11% | +$1.16K | ﹤0.01% | 883 |
|
2021
Q4 | $11K | Hold |
161
| – | – | ﹤0.01% | 902 |
|
2021
Q3 | $10K | Hold |
161
| – | – | ﹤0.01% | 911 |
|
2021
Q2 | $9.73K | Hold |
161
| – | – | ﹤0.01% | 919 |
|
2021
Q1 | $9.58K | Hold |
161
| – | – | ﹤0.01% | 891 |
|
2020
Q4 | $8.94K | Buy |
161
+24
| +18% | +$1.33K | ﹤0.01% | 846 |
|
2020
Q3 | $6.96K | Sell |
137
-24
| -15% | -$1.22K | ﹤0.01% | 828 |
|
2020
Q2 | $9.55K | Sell |
161
-56
| -26% | -$3.32K | 0.01% | 718 |
|
2020
Q1 | $11.9K | Buy |
217
+51
| +31% | +$2.81K | 0.01% | 611 |
|
2019
Q4 | $10.8K | Hold |
166
| – | – | 0.01% | 798 |
|
2019
Q3 | $11K | Hold |
166
| – | – | 0.01% | 765 |
|
2019
Q2 | $9.99K | Buy |
166
+13
| +8% | +$782 | 0.01% | 770 |
|
2019
Q1 | $8.88K | Buy |
153
+23
| +18% | +$1.34K | 0.01% | 811 |
|
2018
Q4 | $7.38K | Buy |
130
+24
| +23% | +$1.36K | ﹤0.01% | 812 |
|
2018
Q3 | $5.82K | Buy |
+106
| New | +$5.82K | ﹤0.01% | 879 |
|