Veritable’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,112
| Closed | -$299K | – | 273 |
|
|
2023
Q2 | $299K | Sell |
5,112
-715
| -12% | -$43.2K | ﹤0.01% | 702 |
|
|
2023
Q1 | $356K | Buy |
5,827
+51
| +0.9% | +$3.1K | 0.01% | 637 |
|
|
2022
Q4 | $363K | Buy |
5,776
+644
| +13% | +$38.7K | 0.01% | 611 |
|
|
2022
Q3 | $305K | Buy |
5,132
+93
| +2% | +$6.26K | 0.01% | 626 |
|
|
2022
Q2 | $329K | Buy |
5,039
+114
| +2% | +$7.73K | 0.01% | 650 |
|
|
2022
Q1 | $337K | Sell |
4,925
-81
| -2% | -$5.22K | 0.01% | 676 |
|
|
2021
Q4 | $343K | Sell |
5,006
-6
| -0.1% | -$390 | 0.01% | 679 |
|
|
2021
Q3 | $312K | Buy |
5,012
+682
| +16% | +$44.7K | 0.01% | 673 |
|
|
2021
Q2 | $262K | Buy |
4,330
+69
| +2% | +$4.32K | ﹤0.01% | 737 |
|
|
2021
Q1 | $254K | Buy |
4,261
+52
| +1% | +$2.88K | ﹤0.01% | 708 |
|
|
2020
Q4 | $234K | Sell |
4,209
-1,086
| -21% | -$59.6K | ﹤0.01% | 713 |
|
|
2020
Q3 | $269K | Buy |
5,295
+186
| +4% | +$10.4K | 0.01% | 605 |
|
|
2020
Q2 | $303K | Sell |
5,109
-792
| -13% | -$46.9K | 0.01% | 596 |
|
|
2020
Q1 | $325K | Sell |
5,901
-642
| -10% | -$42.2K | 0.01% | 542 |
|
|
2019
Q4 | $426K | Buy |
6,543
+198
| +3% | +$12.6K | 0.01% | 564 |
|
|
2019
Q3 | $422K | Buy |
6,345
+192
| +3% | +$12.1K | 0.01% | 556 |
|
|
2019
Q2 | $370K | Buy |
6,153
+57
| +0.9% | +$3.33K | 0.01% | 587 |
|
|
2019
Q1 | $354K | Sell |
6,096
-122
| -2% | -$6.94K | 0.01% | 594 |
|
|
2018
Q4 | $353K | Buy |
6,218
+1,227
| +25% | +$70.8K | 0.01% | 557 |
|
|
2018
Q3 | $274K | Sell |
4,991
-289
| -5% | -$16.3K | 0.01% | 666 |
|
|
2018
Q2 | $296K | Buy |
+5,280
| New | +$283K | 0.01% | 641 |
|
Other funds holding EVRG
MAM
