Winthrop Partners - WNY’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $117K | Hold |
1,764
| – | – | 0.08% | 142 |
|
|
2019
Q2 | $106K | Buy |
1,764
+239
| +16% | +$14.4K | 0.08% | 123 |
|
|
2019
Q1 | $87.6K | Hold |
1,525
| – | – | 0.07% | 126 |
|
|
2018
Q4 | $86.6K | Hold |
1,525
| – | – | 0.08% | 127 |
|
|
2018
Q3 | $83.8K | Hold |
1,525
| – | – | 0.07% | 147 |
|
|
2018
Q2 | $85.6K | Buy |
+1,525
| New | +$85.6K | 0.07% | 150 |
|