Waddell & Reed Financial’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $37.6M | Sell |
630,992
-27,572
| -4% | -$1.64M | 0.08% | 294 |
|
2020
Q4 | $36.6M | Buy |
658,564
+1,200
| +0.2% | +$66.6K | 0.08% | 269 |
|
2020
Q3 | $33.4M | Buy |
657,364
+112,805
| +21% | +$5.73M | 0.08% | 269 |
|
2020
Q2 | $32.3M | Buy |
+544,559
| New | +$32.3M | 0.08% | 256 |
|
2020
Q1 | – | Sell |
-527,600
| Closed | -$34.3M | – | 446 |
|
2019
Q4 | $34.3M | Buy |
527,600
+40,900
| +8% | +$2.66M | 0.09% | 254 |
|
2019
Q3 | $32.4M | Buy |
486,700
+423,400
| +669% | +$28.2M | 0.08% | 257 |
|
2019
Q2 | $3.81M | Buy |
+63,300
| New | +$3.81M | 0.01% | 446 |
|
2019
Q1 | – | Sell |
-824,939
| Closed | -$46.8M | – | 502 |
|
2018
Q4 | $46.8M | Sell |
824,939
-8,800
| -1% | -$500K | 0.13% | 201 |
|
2018
Q3 | $45.8M | Sell |
833,739
-38,200
| -4% | -$2.1M | 0.1% | 233 |
|
2018
Q2 | $49M | Buy |
+871,939
| New | +$49M | 0.11% | 201 |
|