Petrus Trust Company’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,826
| Closed | -$356K | – | 673 |
|
|
2023
Q4 | $356K | Sell |
6,826
-1,380
| -17% | -$72K | 0.03% | 371 |
|
|
2023
Q3 | $416K | Buy |
+8,206
| New | +$416K | 0.04% | 242 |
|
|
2023
Q2 | – | Sell |
-5,485
| Closed | -$335K | – | 633 |
|
|
2023
Q1 | $335K | Buy |
+5,485
| New | +$335K | 0.04% | 243 |
|