NWQ Investment Management Company’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $18.5M | Buy |
+364,088
| New | +$18.5M | 0.84% | 49 |
|
2019
Q4 | – | Sell |
-83,009
| Closed | -$5.53M | – | 161 |
|
2019
Q3 | $5.53M | Hold |
83,009
| – | – | 0.13% | 130 |
|
2019
Q2 | $4.99M | Sell |
83,009
-63,800
| -43% | -$3.84M | 0.11% | 126 |
|
2019
Q1 | $8.52M | Sell |
146,809
-106,600
| -42% | -$6.19M | 0.19% | 118 |
|
2018
Q4 | $14.4M | Buy |
253,409
+11,400
| +5% | +$647K | 0.34% | 105 |
|
2018
Q3 | $13.6M | Buy |
242,009
+12,700
| +6% | +$713K | 0.27% | 115 |
|
2018
Q2 | $12.9M | Buy |
+229,309
| New | +$12.9M | 0.23% | 119 |
|