United Capital Management of KS’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,246
| Closed | -$201K | – | 92 |
|
|
2024
Q3 | $201K | Buy |
+3,246
| New | +$201K | 0.04% | 80 |
|
|
2023
Q3 | – | Sell |
-3,621
| Closed | -$212K | – | 75 |
|
|
2023
Q2 | $212K | Sell |
3,621
-310
| -8% | -$18.1K | 0.07% | 77 |
|
|
2023
Q1 | $240K | Sell |
3,931
-154
| -4% | -$9.41K | 0.09% | 76 |
|
|
2022
Q4 | $257K | Buy |
4,085
+13
| +0.3% | +$818 | 0.11% | 75 |
|
|
2022
Q3 | $242K | Sell |
4,072
-60
| -1% | -$3.57K | 0.11% | 79 |
|
|
2022
Q2 | $270K | Sell |
4,132
-135
| -3% | -$8.82K | 0.13% | 73 |
|
|
2022
Q1 | $292K | Sell |
4,267
-24
| -0.6% | -$1.64K | 0.11% | 81 |
|
|
2021
Q4 | $294K | Sell |
4,291
-547
| -11% | -$37.5K | 0.11% | 80 |
|
|
2021
Q3 | $301K | Buy |
4,838
+108
| +2% | +$6.72K | 0.12% | 78 |
|
|
2021
Q2 | $286K | Sell |
4,730
-993
| -17% | -$60K | 0.12% | 85 |
|
|
2021
Q1 | $341K | Sell |
5,723
-418
| -7% | -$24.9K | 0.16% | 78 |
|
|
2020
Q4 | $341K | Sell |
6,141
-790
| -11% | -$43.9K | 0.16% | 77 |
|
|
2020
Q3 | $352K | Sell |
6,931
-192
| -3% | -$9.75K | 0.18% | 74 |
|
|
2020
Q2 | $422K | Sell |
7,123
-1,234
| -15% | -$73.1K | 0.25% | 72 |
|
|
2020
Q1 | $460K | Sell |
8,357
-1,934
| -19% | -$106K | 0.39% | 58 |
|
|
2019
Q4 | $670K | Sell |
10,291
-668
| -6% | -$43.5K | 0.42% | 70 |
|
|
2019
Q3 | $719K | Sell |
10,959
-255
| -2% | -$16.7K | 0.53% | 60 |
|
|
2019
Q2 | $675K | Sell |
11,214
-170
| -1% | -$10.2K | 0.51% | 62 |
|
|
2019
Q1 | $650K | Sell |
11,384
-1,604
| -12% | -$91.6K | 0.51% | 60 |
|
|
2018
Q4 | $737K | Sell |
12,988
-1,730
| -12% | -$98.2K | 0.68% | 52 |
|
|
2018
Q3 | $823K | Buy |
+14,718
| New | +$823K | 0.66% | 50 |
|