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