Carlson Capital’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-194,595
| Closed | -$9.89M | – | 165 |
|
|
2020
Q3 | $9.89M | Buy |
+194,595
| New | +$9.89M | 0.29% | 107 |
|
|
2019
Q1 | – | Sell |
-942,148
| Closed | -$53.5M | – | 265 |
|
|
2018
Q4 | $53.5M | Sell |
942,148
-229,309
| -20% | -$13M | 0.83% | 22 |
|
|
2018
Q3 | $64.3M | Sell |
1,171,457
-17,765
| -1% | -$976K | 0.8% | 25 |
|
|
2018
Q2 | $66.8M | Buy |
+1,189,222
| New | +$66.8M | 0.94% | 22 |
|