Castleton Investment Management’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-7,714
Closed -$438K 52
2018
Q4
$438K Sell
7,714
-192,621
-96% -$10.9M 0.21% 44
2018
Q3
$11M Sell
200,335
-86,707
-30% -$4.76M 4.22% 9
2018
Q2
$16.1M Buy
+287,042
New +$16.1M 5.35% 6