Carolina Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.3K | Hold |
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|
2025
Q2 | $32.9K | Hold |
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|
2025
Q1 | $33K | Hold |
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|
2024
Q4 | $29.4K | Hold |
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|
2024
Q3 | $29.6K | Hold |
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|
2024
Q2 | $25.3K | Hold |
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|
2024
Q1 | $25.5K | Hold |
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|
2023
Q4 | $25K | Hold |
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|
2023
Q3 | $24.2K | Hold |
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|
2023
Q2 | $27.9K | Hold |
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|
2023
Q1 | $29.2K | Hold |
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|
2022
Q4 | $30K | Hold |
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|
2022
Q3 | $28K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $27K | Hold |
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|
2020
Q3 | $24K | Buy |
|