Willingdon Wealth 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 | $1K | Sell |
20
-71,677
| -100% | -$3.58M | ﹤0.01% | 264 |
|
|
2019
Q4 | $4.67M | Buy |
71,697
+3,495
| +5% | +$228K | 0.96% | 31 |
|
|
2019
Q3 | $4.54M | Buy |
68,202
+1,200
| +2% | +$79.9K | 1% | 29 |
|
|
2019
Q2 | $4.03M | Buy |
67,002
+3,369
| +5% | +$203K | 0.94% | 37 |
|
|
2019
Q1 | $3.69M | Buy |
63,633
+2,017
| +3% | +$117K | 0.91% | 42 |
|
|
2018
Q4 | $3.5M | Buy |
61,616
+1,059
| +2% | +$60.1K | 1.01% | 29 |
|
|
2018
Q3 | $3.33M | Buy |
60,557
+4,976
| +9% | +$273K | 0.91% | 41 |
|
|
2018
Q2 | $3.12M | Buy |
+55,581
| New | +$3.12M | 0.95% | 37 |
|