Financial Synergies Wealth Advisors’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-306	Closed	-$15.5K	–	493
2023 Q3	$15.5K	Buy	306 +3	+1%	+$152	﹤0.01%	203
2023 Q2	$17.7K	Buy	303 +4	+1%	+$233	﹤0.01%	183
2023 Q1	$18.3K	Buy	+299	New	+$18.3K	﹤0.01%	188