Tarbox Family Office’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-75
| Closed | -$5K | – | 404 |
|
|
2022
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 527 |
|
|
2021
Q4 | $5K | Buy |
75
+2
| +3% | +$133 | ﹤0.01% | 597 |
|
|
2021
Q3 | $5K | Hold |
73
| – | – | ﹤0.01% | 628 |
|
|
2021
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 630 |
|
|
2020
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 581 |
|
|
2020
Q3 | $4K | Sell |
73
-6
| -8% | -$329 | ﹤0.01% | 524 |
|
|
2020
Q2 | $5K | Sell |
79
-191
| -71% | -$12.1K | ﹤0.01% | 475 |
|
|
2020
Q1 | $15K | Buy |
270
+146
| +118% | +$8.11K | ﹤0.01% | 280 |
|
|
2019
Q4 | $8K | Buy |
124
+32
| +35% | +$2.07K | ﹤0.01% | 412 |
|
|
2019
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 420 |
|
|
2019
Q2 | $6K | Buy |
92
+27
| +42% | +$1.76K | ﹤0.01% | 410 |
|
|
2019
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 409 |
|
|
2018
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 399 |
|
|
2018
Q3 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 416 |
|