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 |
|