Hilton Capital Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-227,616
| Closed | -$15.2M | – | 182 |
|
|
2019
Q3 | $15.2M | Buy |
227,616
+14,103
| +7% | +$939K | 1.96% | 20 |
|
|
2019
Q2 | $12.8M | Buy |
213,513
+420
| +0.2% | +$25.3K | 1.75% | 20 |
|
|
2019
Q1 | $12.4M | Buy |
213,093
+9,544
| +5% | +$554K | 1.67% | 22 |
|
|
2018
Q4 | $11.6M | Buy |
+203,549
| New | +$11.6M | 2.07% | 21 |
|