WestEnd Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3
| Closed | -$186 | – | 372 |
|
|
2024
Q3 | $186 | Hold |
3
| – | – | ﹤0.01% | 294 |
|
|
2024
Q2 | $159 | Sell |
3
-1
| -25% | -$53 | ﹤0.01% | 282 |
|
|
2024
Q1 | $214 | Buy |
4
+1
| +33% | +$54 | ﹤0.01% | 242 |
|
|
2023
Q4 | $157 | Sell |
3
-3
| -50% | -$157 | ﹤0.01% | 251 |
|
|
2023
Q3 | $304 | Buy |
+6
| New | +$304 | ﹤0.01% | 193 |
|
|
2023
Q2 | – | Hold |
0
| – | -$306 | – | 127 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$315 | – | 199 |
|
|
2022
Q4 | $315 | Buy |
5
+1
| +25% | +$63 | ﹤0.01% | 189 |
|
|
2022
Q3 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 202 |
|
|
2022
Q2 | $195 | Buy |
+3
| New | +$195 | ﹤0.01% | 221 |
|