Tradition Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-894
| Closed | -$47K | – | 636 |
|
|
2023
Q4 | $47K | Buy |
894
+10
| +1% | +$526 | ﹤0.01% | 640 |
|
|
2023
Q3 | $45K | Sell |
884
-60
| -6% | -$3.05K | 0.01% | 632 |
|
|
2023
Q2 | $55K | Buy |
944
+329
| +53% | +$19.2K | 0.01% | 599 |
|
|
2023
Q1 | $38K | Buy |
615
+65
| +12% | +$4.02K | ﹤0.01% | 688 |
|
|
2022
Q4 | $35K | Hold |
550
| – | – | ﹤0.01% | 624 |
|
|
2022
Q3 | $33K | Hold |
550
| – | – | 0.01% | 626 |
|
|
2022
Q2 | $36K | Hold |
550
| – | – | 0.01% | 532 |
|
|
2022
Q1 | $38K | Hold |
550
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $38K | Hold |
550
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $34K | Hold |
550
| – | – | ﹤0.01% | 611 |
|
|
2021
Q2 | $33K | Hold |
550
| – | – | ﹤0.01% | 639 |
|
|
2021
Q1 | $33K | Hold |
550
| – | – | 0.01% | 529 |
|
|
2020
Q4 | $31K | Buy |
+550
| New | +$31K | 0.01% | 500 |
|