EWM
Empirical Wealth Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,042
| Closed | -$279K | – | 703 |
|
|
2025
Q1 | $279K | Buy |
+4,042
| New | +$279K | 0.01% | 531 |
|
|
2022
Q1 | – | Sell |
-3,090
| Closed | -$212K | – | 512 |
|
|
2021
Q4 | $212K | Sell |
3,090
-1,735
| -36% | -$119K | 0.01% | 487 |
|
|
2021
Q3 | $300K | Buy |
+4,825
| New | +$300K | 0.02% | 380 |
|