TCI 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
Q2 | – | Sell |
-412
| Closed | -$25.2K | – | 870 |
|
|
2023
Q1 | $25.2K | Buy |
412
+90
| +28% | +$5.5K | ﹤0.01% | 625 |
|
|
2022
Q4 | $20.3K | Buy |
322
+3
| +0.9% | +$189 | ﹤0.01% | 699 |
|
|
2022
Q3 | $19K | Hold |
319
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $21K | Sell |
319
-2
| -0.6% | -$132 | ﹤0.01% | 624 |
|
|
2022
Q1 | $22K | Hold |
321
| – | – | ﹤0.01% | 653 |
|
|
2021
Q4 | $22K | Sell |
321
-15
| -4% | -$1.03K | ﹤0.01% | 663 |
|
|
2021
Q3 | $21K | Buy |
336
+9
| +3% | +$563 | ﹤0.01% | 654 |
|
|
2021
Q2 | $20K | Buy |
327
+34
| +12% | +$2.08K | ﹤0.01% | 597 |
|
|
2021
Q1 | $17K | Buy |
293
+61
| +26% | +$3.54K | 0.01% | 607 |
|
|
2020
Q4 | $13K | Sell |
232
-107
| -32% | -$6K | 0.01% | 557 |
|
|
2020
Q3 | $17K | Buy |
339
+11
| +3% | +$552 | 0.01% | 462 |
|
|
2020
Q2 | $19K | Buy |
328
+84
| +34% | +$4.87K | 0.01% | 442 |
|
|
2020
Q1 | $13K | Sell |
244
-4
| -2% | -$213 | 0.01% | 508 |
|
|
2019
Q4 | $16K | Sell |
248
-81
| -25% | -$5.23K | 0.01% | 594 |
|
|
2019
Q3 | $22K | Buy |
329
+79
| +32% | +$5.28K | 0.01% | 466 |
|
|
2019
Q2 | $15K | Sell |
250
-18
| -7% | -$1.08K | 0.01% | 522 |
|
|
2019
Q1 | $16K | Sell |
268
-20
| -7% | -$1.19K | 0.01% | 526 |
|
|
2018
Q4 | $16K | Buy |
288
+3
| +1% | +$167 | 0.01% | 510 |
|
|
2018
Q3 | $16K | Hold |
285
| – | – | 0.01% | 538 |
|
|
2018
Q2 | $16K | Buy |
+285
| New | +$16K | 0.01% | 530 |
|