Townsend & Associates’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,925
| Closed | -$320K | – | 97 |
|
|
2022
Q2 | $320K | Hold |
4,925
| – | – | 0.15% | 65 |
|
|
2022
Q1 | $350K | Buy |
4,925
+43
| +0.9% | +$3.06K | 0.16% | 65 |
|
|
2021
Q4 | $321K | Buy |
4,882
+41
| +0.8% | +$2.7K | 0.18% | 65 |
|
|
2021
Q3 | $300K | Buy |
4,841
+40
| +0.8% | +$2.48K | 0.15% | 65 |
|
|
2021
Q2 | $297K | Buy |
4,801
+39
| +0.8% | +$2.41K | 0.17% | 63 |
|
|
2021
Q1 | $283K | Buy |
4,762
+43
| +0.9% | +$2.56K | 0.18% | 64 |
|
|
2020
Q4 | $262K | Buy |
4,719
+46
| +1% | +$2.55K | 0.19% | 63 |
|
|
2020
Q3 | $247K | Buy |
4,673
+45
| +1% | +$2.38K | 0.19% | 62 |
|
|
2020
Q2 | $274K | Buy |
4,628
+39
| +0.8% | +$2.31K | 0.23% | 66 |
|
|
2020
Q1 | $262K | Buy |
4,589
+41
| +0.9% | +$2.34K | 0.27% | 66 |
|
|
2019
Q4 | $289K | Buy |
4,548
+36
| +0.8% | +$2.29K | 0.25% | 68 |
|
|
2019
Q3 | $293K | Buy |
4,512
+32
| +0.7% | +$2.08K | 0.28% | 67 |
|
|
2019
Q2 | $275K | Buy |
4,480
+35
| +0.8% | +$2.15K | 0.21% | 70 |
|
|
2019
Q1 | $258K | Buy |
4,445
+37
| +0.8% | +$2.15K | 0.26% | 69 |
|
|
2018
Q4 | $250K | Buy |
4,408
+36
| +0.8% | +$2.04K | 0.29% | 69 |
|
|
2018
Q3 | $240K | Buy |
4,372
+34
| +0.8% | +$1.87K | 0.24% | 69 |
|
|
2018
Q2 | $244K | Buy |
+4,338
| New | +$244K | 0.27% | 69 |
|