U.S. Global Investors (USGI)’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,800
| Closed | -$211K | – | 153 |
|
|
2020
Q4 | $211K | Sell |
3,800
-2,700
| -42% | -$150K | 0.01% | 125 |
|
|
2020
Q3 | $330K | Buy |
+6,500
| New | +$330K | 0.02% | 93 |
|
|
2020
Q1 | – | Sell |
-6,160
| Closed | -$401K | – | 166 |
|
|
2019
Q4 | $401K | Hold |
6,160
| – | – | 0.18% | 134 |
|
|
2019
Q3 | $410K | Sell |
6,160
-689
| -10% | -$45.9K | 0.22% | 123 |
|
|
2019
Q2 | $412K | Buy |
6,849
+1,798
| +36% | +$108K | 0.21% | 114 |
|
|
2019
Q1 | $293K | Buy |
+5,051
| New | +$293K | 0.14% | 123 |
|