Virtue Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,252
| Closed | -$281K | – | 397 |
|
|
2023
Q4 | $281K | Sell |
5,252
-3,235
| -38% | -$173K | 0.06% | 297 |
|
|
2023
Q3 | $507K | Hold |
8,487
| – | – | 0.09% | 211 |
|
|
2023
Q2 | $507K | Buy |
8,487
+1,838
| +28% | +$110K | 0.09% | 211 |
|
|
2023
Q1 | $412K | Buy |
6,649
+214
| +3% | +$13.3K | 0.07% | 249 |
|
|
2022
Q4 | $405K | Buy |
+6,435
| New | +$405K | 0.06% | 243 |
|
|
2022
Q2 | – | Sell |
-6,934
| Closed | -$474K | – | 323 |
|
|
2022
Q1 | $474K | Buy |
6,934
+2,140
| +45% | +$146K | 0.07% | 279 |
|
|
2021
Q4 | $329K | Buy |
+4,794
| New | +$329K | 0.05% | 333 |
|