Valley Wealth Managers’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 |
-1
| Closed | -$60 | – | 408 |
|
|
2024
Q3 | $60 | Hold |
1
| – | – | ﹤0.01% | 396 |
|
|
2024
Q2 | $52 | Buy |
+1
| New | +$52 | ﹤0.01% | 366 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 396 |
|
|
2022
Q4 | – | Sell |
-38
| Closed | -$2K | – | 408 |
|
|
2022
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 383 |
|
|
2021
Q1 | – | Sell |
-230,099
| Closed | -$12.8M | – | 167 |
|
|
2020
Q4 | $12.8M | Buy |
230,099
+4,716
| +2% | +$262K | 1.25% | 41 |
|
|
2020
Q3 | $11.5M | Buy |
225,383
+47,780
| +27% | +$2.43M | 1.26% | 39 |
|
|
2020
Q2 | $10.5M | Sell |
177,603
-4,803
| -3% | -$285K | 1.18% | 42 |
|
|
2020
Q1 | $10M | Sell |
182,406
-1,890
| -1% | -$104K | 1.3% | 34 |
|
|
2019
Q4 | $12M | Buy |
184,296
+6,842
| +4% | +$445K | 1.2% | 43 |
|
|
2019
Q3 | $11.8M | Sell |
177,454
-2,333
| -1% | -$155K | 1.25% | 39 |
|
|
2019
Q2 | $10.8M | Sell |
179,787
-120,662
| -40% | -$7.26M | 1.15% | 42 |
|
|
2019
Q1 | $17.4M | Buy |
300,449
+3,901
| +1% | +$226K | 1.9% | 22 |
|
|
2018
Q4 | $16.8M | Sell |
296,548
-8,900
| -3% | -$505K | 2.2% | 14 |
|
|
2018
Q3 | $16.8M | Sell |
305,448
-11,354
| -4% | -$624K | 1.98% | 25 |
|
|
2018
Q2 | $17.8M | Buy |
+316,802
| New | +$17.8M | 2.17% | 17 |
|