VisionPoint Advisory Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$203 | – | 788 |
|
|
2023
Q3 | $203 | Buy |
+4
| New | +$203 | ﹤0.01% | 655 |
|
|
2019
Q4 | – | Sell |
-36,341
| Closed | -$2.4M | – | 132 |
|
|
2019
Q3 | $2.4M | Buy |
36,341
+2,802
| +8% | +$185K | 0.66% | 26 |
|
|
2019
Q2 | $2.02M | Sell |
33,539
-675
| -2% | -$40.6K | 0.58% | 28 |
|
|
2019
Q1 | $1.99M | Buy |
34,214
+3,063
| +10% | +$178K | 0.56% | 32 |
|
|
2018
Q4 | $1.77M | Buy |
+31,151
| New | +$1.77M | 0.57% | 32 |
|