LMCG Investments’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,606
| Closed | -$933K | – | 243 |
|
|
2024
Q2 | $933K | Sell |
17,606
-87
| -0.5% | -$4.61K | 0.05% | 194 |
|
|
2024
Q1 | $944K | Sell |
17,693
-6,912
| -28% | -$369K | 0.06% | 205 |
|
|
2023
Q4 | $1.28M | Hold |
24,605
| – | – | 0.08% | 197 |
|
|
2023
Q3 | $1.25M | Buy |
24,605
+507
| +2% | +$25.7K | 0.08% | 191 |
|
|
2023
Q2 | $1.41M | Hold |
24,098
| – | – | 0.09% | 192 |
|
|
2023
Q1 | $1.47M | Buy |
24,098
+524
| +2% | +$32K | 0.1% | 185 |
|
|
2022
Q4 | $1.48M | Sell |
23,574
-2,134
| -8% | -$134K | 0.1% | 176 |
|
|
2022
Q3 | $1.53M | Buy |
25,708
+308
| +1% | +$18.3K | 0.11% | 186 |
|
|
2022
Q2 | $1.66M | Hold |
25,400
| – | – | 0.11% | 183 |
|
|
2022
Q1 | $1.74M | Buy |
+25,400
| New | +$1.74M | 0.1% | 193 |
|