Arete Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $409K | Buy |
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|
2022
Q4 | $380M | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $298K | Buy |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $222K | Buy |
|