Westwood Holdings Group’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 |
-6,076
| Closed | -$377K | – | 489 |
|
|
2024
Q3 | $377K | Hold |
6,076
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $322K | Hold |
6,076
| – | – | ﹤0.01% | 413 |
|
|
2024
Q1 | $324K | Buy |
6,076
+466
| +8% | +$24.8K | ﹤0.01% | 421 |
|
|
2023
Q4 | $293K | Hold |
5,610
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $284K | Buy |
5,610
+1,432
| +34% | +$72.5K | ﹤0.01% | 411 |
|
|
2023
Q2 | $244K | Buy |
+4,178
| New | +$244K | ﹤0.01% | 456 |
|
|
2023
Q1 | – | Sell |
-3,656
| Closed | -$230K | – | 521 |
|
|
2022
Q4 | $230K | Buy |
+3,656
| New | +$230K | ﹤0.01% | 481 |
|