V Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-60,678
| Closed | -$3.54M | – | 189 |
|
|
2023
Q2 | $3.54M | Buy |
60,678
+16
| +0% | +$935 | 0.59% | 31 |
|
|
2023
Q1 | $3.71M | Sell |
60,662
-763
| -1% | -$46.6K | 0.69% | 26 |
|
|
2022
Q4 | $3.87M | Sell |
61,425
-4,956
| -7% | -$312K | 0.8% | 23 |
|
|
2022
Q3 | $3.94M | Buy |
66,381
+1,129
| +2% | +$67.1K | 0.79% | 23 |
|
|
2022
Q2 | $4.26M | Buy |
65,252
+4,671
| +8% | +$305K | 0.8% | 20 |
|
|
2022
Q1 | $4.14M | Buy |
60,581
+6,119
| +11% | +$418K | 0.66% | 24 |
|
|
2021
Q4 | $3.74M | Buy |
54,462
+1,656
| +3% | +$114K | 0.55% | 32 |
|
|
2021
Q3 | $3.29M | Sell |
52,806
-2,611
| -5% | -$162K | 0.51% | 33 |
|
|
2021
Q2 | $3.35M | Sell |
55,417
-3,872
| -7% | -$234K | 0.53% | 32 |
|
|
2021
Q1 | $3.53M | Buy |
59,289
+43,015
| +264% | +$2.56M | 0.65% | 23 |
|
|
2020
Q4 | $903K | Buy |
+16,274
| New | +$903K | 0.19% | 146 |
|
|
2020
Q3 | – | Sell |
-16,653
| Closed | -$987K | – | 214 |
|
|
2020
Q2 | $987K | Sell |
16,653
-3,534
| -18% | -$209K | 0.26% | 96 |
|
|
2020
Q1 | $1.11M | Buy |
20,187
+2,238
| +12% | +$123K | 0.35% | 71 |
|
|
2019
Q4 | $1.19M | Hold |
17,949
| – | – | 0.43% | 62 |
|
|
2019
Q3 | $1.19M | Buy |
17,949
+1,282
| +8% | +$85.3K | 0.43% | 62 |
|
|
2019
Q2 | $1M | Buy |
16,667
+5,244
| +46% | +$316K | 0.38% | 74 |
|
|
2019
Q1 | $654K | Buy |
11,423
+1,949
| +21% | +$112K | 0.26% | 99 |
|
|
2018
Q4 | $535K | Buy |
9,474
+3
| +0% | +$169 | 0.27% | 95 |
|
|
2018
Q3 | $519K | Buy |
9,471
+83
| +0.9% | +$4.55K | 0.24% | 106 |
|
|
2018
Q2 | $518K | Buy |
+9,388
| New | +$518K | 0.29% | 91 |
|