Edgestream Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-141,155
| Closed | -$8.75M | – | 925 |
|
|
2024
Q3 | $8.75M | Buy |
141,155
+122,512
| +657% | +$7.6M | 0.38% | 17 |
|
|
2024
Q2 | $988K | Sell |
18,643
-10,172
| -35% | -$539K | 0.05% | 526 |
|
|
2024
Q1 | $1.54M | Sell |
28,815
-12,969
| -31% | -$692K | 0.08% | 403 |
|
|
2023
Q4 | $2.18M | Buy |
41,784
+18,222
| +77% | +$951K | 0.16% | 218 |
|
|
2023
Q3 | $1.19M | Sell |
23,562
-32,966
| -58% | -$1.67M | 0.1% | 342 |
|
|
2023
Q2 | $3.3M | Buy |
+56,528
| New | +$3.3M | 0.3% | 64 |
|