TD Ameritrade Investment Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39
| Closed | -$2K | – | 151 |
|
|
2023
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 477 |
|
|
2022
Q4 | $2K | Sell |
39
-6
| -13% | -$308 | ﹤0.01% | 485 |
|
|
2022
Q3 | $3K | Sell |
45
-36
| -44% | -$2.4K | ﹤0.01% | 463 |
|
|
2022
Q2 | $5K | Sell |
81
-2
| -2% | -$123 | ﹤0.01% | 469 |
|
|
2022
Q1 | $6K | Buy |
83
+3
| +4% | +$217 | ﹤0.01% | 530 |
|
|
2021
Q4 | $5K | Buy |
80
+23
| +40% | +$1.44K | ﹤0.01% | 530 |
|
|
2021
Q3 | $3K | Sell |
57
-126
| -69% | -$6.63K | ﹤0.01% | 551 |
|
|
2021
Q2 | $11K | Sell |
183
-26
| -12% | -$1.56K | ﹤0.01% | 452 |
|
|
2021
Q1 | $12K | Hold |
209
| – | – | ﹤0.01% | 439 |
|
|
2020
Q4 | $12K | Buy |
209
+152
| +267% | +$8.73K | ﹤0.01% | 439 |
|
|
2020
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 551 |
|
|
2020
Q2 | $3K | Sell |
57
-2
| -3% | -$105 | ﹤0.01% | 545 |
|
|
2020
Q1 | $3K | Buy |
59
+9
| +18% | +$458 | ﹤0.01% | 517 |
|
|
2019
Q4 | $3K | Sell |
50
-11
| -18% | -$660 | ﹤0.01% | 550 |
|
|
2019
Q3 | $4K | Sell |
61
-16
| -21% | -$1.05K | ﹤0.01% | 544 |
|
|
2019
Q2 | $5K | Buy |
77
+11
| +17% | +$714 | ﹤0.01% | 485 |
|
|
2019
Q1 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 461 |
|