Beaird Harris 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 | $70.2K | Buy |
1,018
+225
| +28% | +$15.5K | 0.01% | 219 |
|
|
2025
Q1 | $54.7K | Hold |
793
| – | – | ﹤0.01% | 212 |
|
|
2024
Q4 | $48.8K | Buy |
+793
| New | +$48.8K | ﹤0.01% | 230 |
|
|
2023
Q1 | – | Sell |
-84
| Closed | -$5.29K | – | 560 |
|
|
2022
Q4 | $5.29K | Buy |
+84
| New | +$5.29K | ﹤0.01% | 404 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$48K | – | 640 |
|
|
2021
Q4 | $48K | Buy |
+700
| New | +$48K | 0.02% | 240 |
|