Compass Wealth Management’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-257	Closed	-$15.7K	–	416
2023 Q1	$15.7K	Hold	257	–	–	0.01%	343
2022 Q4	$16.2K	Buy	+257	New	+$16.2K	0.01%	336