Walter & Keenan Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,250
| Closed | -$205K | – | 147 |
|
|
2022
Q4 | $205K | Buy |
+3,250
| New | +$205K | 0.08% | 141 |
|
|
2022
Q3 | – | Sell |
-3,250
| Closed | -$212K | – | 139 |
|
|
2022
Q2 | $212K | Sell |
3,250
-250
| -7% | -$16.3K | 0.08% | 136 |
|
|
2022
Q1 | $239K | Hold |
3,500
| – | – | 0.08% | 137 |
|
|
2021
Q4 | $240K | Hold |
3,500
| – | – | 0.08% | 139 |
|
|
2021
Q3 | $218K | Hold |
3,500
| – | – | 0.07% | 145 |
|
|
2021
Q2 | $212K | Hold |
3,500
| – | – | 0.07% | 139 |
|
|
2021
Q1 | $208K | Buy |
+3,500
| New | +$208K | 0.07% | 140 |
|