Wilbanks Smith & Thomas Asset Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,068
| Closed | -$590K | – | 388 |
|
|
2019
Q4 | $590K | Sell |
9,068
-573
| -6% | -$37.3K | 0.03% | 227 |
|
|
2019
Q3 | $642K | Buy |
9,641
+951
| +11% | +$63.3K | 0.04% | 198 |
|
|
2019
Q2 | $523K | Buy |
8,690
+9
| +0.1% | +$542 | 0.03% | 227 |
|
|
2019
Q1 | $504K | Buy |
8,681
+73
| +0.8% | +$4.24K | 0.03% | 235 |
|
|
2018
Q4 | $489K | Hold |
8,608
| – | – | 0.03% | 207 |
|
|
2018
Q3 | $473K | Hold |
8,608
| – | – | 0.03% | 239 |
|
|
2018
Q2 | $483K | Buy |
+8,608
| New | +$483K | 0.04% | 200 |
|