Avior Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-176
| Closed | -$10.8K | – | 1250 |
|
|
2024
Q4 | $10.8K | Sell |
176
-20
| -10% | -$1.23K | ﹤0.01% | 1589 |
|
|
2024
Q3 | $12.2K | Sell |
196
-8
| -4% | -$497 | ﹤0.01% | 1498 |
|
|
2024
Q2 | $10.8K | Sell |
204
-55
| -21% | -$2.92K | ﹤0.01% | 1494 |
|
|
2024
Q1 | $13.8K | Buy |
259
+163
| +170% | +$8.7K | ﹤0.01% | 1752 |
|
|
2023
Q4 | $5.01K | Sell |
96
-626
| -87% | -$32.7K | ﹤0.01% | 1141 |
|
|
2023
Q3 | $36.6K | Sell |
722
-125
| -15% | -$6.34K | ﹤0.01% | 827 |
|
|
2023
Q2 | $49.5K | Buy |
847
+7
| +0.8% | +$409 | ﹤0.01% | 761 |
|
|
2023
Q1 | $51.4K | Buy |
+840
| New | +$51.4K | ﹤0.01% | 761 |
|