Advisor OS’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,528	Closed	-$265K	–	296
2023 Q2	$265K	Sell	4,528 -587	-11%	-$34.3K	0.04%	250
2023 Q1	$313K	Buy	5,115 +1,530	+43%	+$93.5K	0.08%	186
2022 Q4	$226K	Buy	+3,585	New	+$226K	0.06%	200