Evermay Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Hold |
220
| – | – | ﹤0.01% | 410 |
|
|
2025
Q1 | $15.2K | Hold |
220
| – | – | ﹤0.01% | 408 |
|
|
2024
Q4 | $13.5K | Hold |
220
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $13.6K | Hold |
220
| – | – | ﹤0.01% | 432 |
|
|
2024
Q2 | $11.7K | Hold |
220
| – | – | ﹤0.01% | 440 |
|
|
2024
Q1 | $11.7K | Hold |
220
| – | – | ﹤0.01% | 452 |
|
|
2023
Q4 | $11.5K | Hold |
220
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $11.2K | Hold |
220
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $12.9K | Sell |
220
-10
| -4% | -$584 | ﹤0.01% | 404 |
|
|
2023
Q1 | $14.1K | Hold |
230
| – | – | ﹤0.01% | 384 |
|
|
2022
Q4 | $14.5K | Hold |
230
| – | – | ﹤0.01% | 386 |
|
|
2022
Q3 | $14K | Hold |
230
| – | – | ﹤0.01% | 366 |
|
|
2022
Q2 | $15K | Hold |
230
| – | – | ﹤0.01% | 360 |
|
|
2022
Q1 | $16K | Hold |
230
| – | – | ﹤0.01% | 379 |
|
|
2021
Q4 | $16K | Hold |
230
| – | – | ﹤0.01% | 370 |
|
|
2021
Q3 | $14K | Hold |
230
| – | – | ﹤0.01% | 360 |
|
|
2021
Q2 | $14K | Buy |
+230
| New | +$14K | ﹤0.01% | 379 |
|