Beverly Hills Private Wealth’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,979	Closed	-$202K	–	340
2023 Q3	$202K	Sell	3,979 -4,294	-52%	-$218K	0.06%	275
2023 Q2	$474K	Buy	+8,273	New	+$474K	0.08%	238