Burns Matteson Capital Management’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	-8,705	Closed	-$441K	–	149
2023 Q3	$441K	Sell	8,705 -194	-2%	-$9.84K	0.28%	106
2023 Q2	$520K	Sell	8,899 -68	-0.8%	-$3.97K	0.32%	97
2023 Q1	$548K	Buy	+8,967	New	+$548K	0.35%	78