Virtus Investment Advisers’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Buy |
2,553
+113
| +5% | +$7.79K | 0.06% | 251 |
|
|
2025
Q1 | $168K | Sell |
2,440
-6,965
| -74% | -$480K | 0.05% | 288 |
|
|
2024
Q4 | $579K | Buy |
+9,405
| New | +$579K | 0.45% | 60 |
|
|
2023
Q3 | – | Sell |
-1,443
| Closed | -$84.3K | – | 260 |
|
|
2023
Q2 | $84.3K | Hold |
1,443
| – | – | 0.06% | 250 |
|
|
2023
Q1 | $88.2K | Hold |
1,443
| – | – | 0.06% | 252 |
|
|
2022
Q4 | $90.8K | Hold |
1,443
| – | – | 0.06% | 279 |
|
|
2022
Q3 | $86K | Buy |
+1,443
| New | +$86K | 0.04% | 312 |
|