Woodward Diversified Capital’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,893
| Closed | -$255K | – | 158 |
|
|
2023
Q4 | $255K | Sell |
4,893
-11
| -0.2% | -$574 | 0.16% | 131 |
|
|
2023
Q3 | $249K | Buy |
4,904
+821
| +20% | +$41.6K | 0.18% | 124 |
|
|
2023
Q2 | $239K | Sell |
4,083
-55
| -1% | -$3.21K | 0.18% | 119 |
|
|
2023
Q1 | $253K | Buy |
4,138
+23
| +0.6% | +$1.41K | 0.2% | 115 |
|
|
2022
Q4 | $259K | Sell |
4,115
-307
| -7% | -$19.3K | 0.21% | 113 |
|
|
2022
Q3 | $263K | Sell |
4,422
-264
| -6% | -$15.7K | 0.22% | 101 |
|
|
2022
Q2 | $306K | Buy |
4,686
+99
| +2% | +$6.47K | 0.23% | 100 |
|
|
2022
Q1 | $313K | Buy |
4,587
+407
| +10% | +$27.8K | 0.2% | 117 |
|
|
2021
Q4 | $287K | Buy |
+4,180
| New | +$287K | 0.17% | 148 |
|