Balentine LLC’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,693
| Closed | -$421K | – | 630 |
|
|
2022
Q4 | $421K | Sell |
6,693
-603
| -8% | -$37.9K | 0.01% | 376 |
|
|
2022
Q3 | $433K | Sell |
7,296
-7,263
| -50% | -$431K | 0.02% | 321 |
|
|
2022
Q2 | $950K | Buy |
14,559
+6,188
| +74% | +$404K | 0.03% | 211 |
|
|
2022
Q1 | $572K | Buy |
+8,371
| New | +$572K | 0.02% | 272 |
|
|
2020
Q3 | – | Sell |
-112
| Closed | -$7K | – | 386 |
|
|
2020
Q2 | $7K | Sell |
112
-27
| -19% | -$1.69K | ﹤0.01% | 637 |
|
|
2020
Q1 | $8K | Buy |
+139
| New | +$8K | ﹤0.01% | 404 |
|