Capital Group Private Client Services’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-44,540
| Closed | -$2.26M | – | 254 |
|
2023
Q3 | $2.26M | Sell |
44,540
-1,021
| -2% | -$51.8K | 0.03% | 175 |
|
2023
Q2 | $2.66M | Sell |
45,561
-28,636
| -39% | -$1.67M | 0.03% | 171 |
|
2023
Q1 | $4.53M | Sell |
74,197
-83,055
| -53% | -$5.08M | 0.06% | 150 |
|
2022
Q4 | $9.9M | Sell |
157,252
-24,824
| -14% | -$1.56M | 0.12% | 135 |
|
2022
Q3 | $10.8M | Buy |
182,076
+138,073
| +314% | +$8.2M | 0.15% | 126 |
|
2022
Q2 | $2.87M | Buy |
44,003
+12,667
| +40% | +$826K | 0.04% | 172 |
|
2022
Q1 | $2.14M | Buy |
+31,336
| New | +$2.14M | 0.02% | 185 |
|