Perennial Investment Advisors’s EVgo EVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,000
Closed -$104K 404
2024
Q3
$104K Hold
25,000
0.01% 376
2024
Q2
$61.3K Hold
25,000
0.01% 351
2024
Q1
$62.8K Hold
25,000
0.01% 342
2023
Q4
$89.5K Hold
25,000
0.01% 324
2023
Q3
$84.5K Hold
25,000
0.02% 321
2023
Q2
$100K Buy
25,000
+10,000
+67% +$40K 0.02% 320
2023
Q1
$117K Sell
15,000
-15,000
-50% -$117K 0.02% 323
2022
Q4
$134K Sell
30,000
-5,020
-14% -$22.4K 0.05% 211
2022
Q3
$277K Sell
35,020
-25
-0.1% -$198 0.13% 143
2022
Q2
$210K Sell
35,045
-5,005
-12% -$30K 0.08% 179
2022
Q1
$515K Buy
40,050
+19,975
+100% +$257K 0.16% 109
2021
Q4
$200K Buy
+20,075
New +$200K 0.06% 214