William Allan Corp’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-4,935
| Closed | -$302K | – | 48 |
|
2023
Q1 | $302K | Hold |
4,935
| – | – | 0.24% | 48 |
|
2022
Q4 | $311K | Hold |
4,935
| – | – | 0.26% | 46 |
|
2022
Q3 | $293K | Sell |
4,935
-190
| -4% | -$11.3K | 0.27% | 45 |
|
2022
Q2 | $334K | Hold |
5,125
| – | – | 0.3% | 41 |
|
2022
Q1 | $350K | Sell |
5,125
-10
| -0.2% | -$683 | 0.26% | 43 |
|
2021
Q4 | $352K | Buy |
+5,135
| New | +$352K | 0.25% | 40 |
|