DWA
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Delap Wealth Advisory’s Evergy EVRG Stock Holding History

Delap Wealth Advisory’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,697
Closed -$461K – 77
2024
Q2 		$461K Buy
8,697
+3,941
+83% +$209K 0.21% 47
2024
Q1 		$254K Buy
+4,756
New +$254K 0.1% 191