Carnegie Investment Counsel’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 |
-25,007
| Closed | -$1.27M | – | 489 |
|
|
2023
Q3 | $1.27M | Buy |
25,007
+330
| +1% | +$16.7K | 0.05% | 244 |
|
|
2023
Q2 | $1.44M | Buy |
24,677
+6,125
| +33% | +$358K | 0.05% | 238 |
|
|
2023
Q1 | $1.13M | Buy |
18,552
+3,756
| +25% | +$230K | 0.05% | 270 |
|
|
2022
Q4 | $931K | Sell |
14,796
-1,522
| -9% | -$95.8K | 0.04% | 280 |
|
|
2022
Q3 | $969K | Buy |
+16,318
| New | +$969K | 0.05% | 265 |
|