New England Research & Management’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,250	Closed	-$317K	–	184
2021 Q2	$317K	Sell	5,250 -150	-3%	-$9.06K	0.16%	141
2021 Q1	$321K	Hold	5,400	–	–	0.18%	132
2020 Q4	$300K	Sell	5,400 -11,350	-68%	-$631K	0.19%	134
2020 Q3	$851K	Buy	+16,750	New	+$851K	0.62%	56