AOWM
Alpha Omega Wealth Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,075
| Closed | -$125K | – | 331 |
|
|
2019
Q2 | $125K | Hold |
2,075
| – | – | 0.05% | 172 |
|
|
2019
Q1 | $120K | Hold |
2,075
| – | – | 0.05% | 173 |
|
|
2018
Q4 | $118K | Hold |
2,075
| – | – | 0.06% | 161 |
|
|
2018
Q3 | $114K | Hold |
2,075
| – | – | 0.05% | 169 |
|
|
2018
Q2 | $117K | Buy |
+2,075
| New | +$117K | 0.06% | 163 |
|