CWS Financial Advisors’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,527
Closed -$209K 127
2020
Q2
$209K Buy
3,527
+15
+0.4% +$889 0.15% 113
2020
Q1
$229K Hold
3,512
0.17% 107
2019
Q4
$229K Buy
+3,512
New +$229K 0.17% 108