Western Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,979
| Closed | -$268K | – | 405 |
|
|
2019
Q3 | $268K | Sell |
3,979
-1,354
| -25% | -$91.2K | 0.06% | 312 |
|
|
2019
Q2 | $322K | Buy |
5,333
+700
| +15% | +$42.3K | 0.04% | 291 |
|
|
2019
Q1 | $267K | Buy |
4,633
+1,064
| +30% | +$61.3K | 0.06% | 308 |
|
|
2018
Q4 | $205K | Buy |
+3,569
| New | +$205K | 0.06% | 325 |
|