Bartlett & Co 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
Q2 | $138 | Hold |
2
| – | – | ﹤0.01% | 1215 |
|
|
2025
Q1 | $138 | Buy |
+2
| New | +$138 | ﹤0.01% | 1191 |
|
|
2024
Q2 | – | Sell |
-89
| Closed | -$4.75K | – | 1150 |
|
|
2024
Q1 | $4.75K | Hold |
89
| – | – | ﹤0.01% | 976 |
|
|
2023
Q4 | $4.65K | Hold |
89
| – | – | ﹤0.01% | 1084 |
|
|
2023
Q3 | $4.51K | Hold |
89
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q2 | $5.2K | Hold |
89
| – | – | ﹤0.01% | 983 |
|
|
2023
Q1 | $5.44K | Hold |
89
| – | – | ﹤0.01% | 884 |
|
|
2022
Q4 | $5.6K | Sell |
89
-100
| -53% | -$6.29K | ﹤0.01% | 903 |
|
|
2022
Q3 | $11.2K | Hold |
189
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $12.3K | Hold |
189
| – | – | ﹤0.01% | 826 |
|
|
2022
Q1 | $12.9K | Buy |
+189
| New | +$12.9K | ﹤0.01% | 796 |
|
|
2021
Q1 | – | Sell |
-385
| Closed | -$21.4K | – | 1132 |
|
|
2020
Q4 | $21.4K | Buy |
385
+26
| +7% | +$1.44K | ﹤0.01% | 658 |
|
|
2020
Q3 | $18.2K | Buy |
+359
| New | +$18.2K | ﹤0.01% | 623 |
|
|
2020
Q2 | – | Sell |
-956
| Closed | -$52.6K | – | 855 |
|
|
2020
Q1 | $52.6K | Hold |
956
| – | – | ﹤0.01% | 452 |
|
|
2019
Q4 | $62.2K | Hold |
956
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $63.6K | Buy |
+956
| New | +$63.6K | ﹤0.01% | 478 |
|