Symmetry Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,872
| Closed | -$205K | – | 233 |
|
|
2024
Q2 | $205K | Hold |
3,872
| – | – | 0.01% | 499 |
|
|
2024
Q1 | $207K | Hold |
3,872
| – | – | 0.02% | 523 |
|
|
2023
Q4 | $202K | Buy |
+3,872
| New | +$202K | 0.01% | 491 |
|
|
2023
Q3 | – | Sell |
-3,872
| Closed | -$226K | – | 547 |
|
|
2023
Q2 | $226K | Hold |
3,872
| – | – | 0.01% | 534 |
|
|
2023
Q1 | $237K | Hold |
3,872
| – | – | 0.01% | 502 |
|
|
2022
Q4 | $244K | Hold |
3,872
| – | – | 0.01% | 500 |
|
|
2022
Q3 | $230K | Hold |
3,872
| – | – | 0.02% | 502 |
|
|
2022
Q2 | $253K | Hold |
3,872
| – | – | 0.02% | 491 |
|
|
2022
Q1 | $265K | Hold |
3,872
| – | – | 0.02% | 528 |
|
|
2021
Q4 | $266K | Sell |
3,872
-1,085
| -22% | -$74.5K | 0.02% | 542 |
|
|
2021
Q3 | $312K | Hold |
4,957
| – | – | 0.02% | 543 |
|
|
2021
Q2 | $300K | Hold |
4,957
| – | – | 0.02% | 567 |
|
|
2021
Q1 | $295K | Hold |
4,957
| – | – | 0.02% | 560 |
|
|
2020
Q4 | $275K | Hold |
4,957
| – | – | 0.02% | 537 |
|
|
2020
Q3 | $252K | Buy |
+4,957
| New | +$252K | 0.02% | 530 |
|