TrueWealth LLC’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $7K | Buy |
117
+1
| +0.9% | +$60 | ﹤0.01% | 522 |
|
|
2020
Q1 | $6K | Buy |
116
+1
| +0.9% | +$52 | ﹤0.01% | 518 |
|
|
2019
Q4 | $7K | Buy |
115
+1
| +0.9% | +$61 | ﹤0.01% | 515 |
|
|
2019
Q3 | $8K | Buy |
114
+1
| +0.9% | +$70 | ﹤0.01% | 484 |
|
|
2019
Q2 | $7K | Buy |
113
+1
| +0.9% | +$62 | ﹤0.01% | 513 |
|
|
2019
Q1 | $7K | Hold |
112
| – | – | ﹤0.01% | 516 |
|
|
2018
Q4 | $6K | Sell |
112
-11
| -9% | -$589 | ﹤0.01% | 511 |
|
|
2018
Q3 | $7K | Hold |
123
| – | – | ﹤0.01% | 547 |
|
|
2018
Q2 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 553 |
|