Wealthcare Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-294
| Closed | -$18K | – | 272 |
|
|
2021
Q1 | $18K | Buy |
+294
| New | +$18K | ﹤0.01% | 221 |
|
|
2020
Q2 | – | Sell |
-294
| Closed | -$16K | – | 114 |
|
|
2020
Q1 | $16K | Hold |
294
| – | – | ﹤0.01% | 140 |
|
|
2019
Q4 | $19K | Hold |
294
| – | – | ﹤0.01% | 151 |
|
|
2019
Q3 | $20K | Hold |
294
| – | – | ﹤0.01% | 136 |
|
|
2019
Q2 | $18K | Hold |
294
| – | – | ﹤0.01% | 134 |
|
|
2019
Q1 | $17K | Hold |
294
| – | – | ﹤0.01% | 143 |
|
|
2018
Q4 | $17K | Buy |
+294
| New | +$17K | ﹤0.01% | 139 |
|