Great Valley Advisor Group’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,619	Closed	-$291K	–	719
2022 Q4	$291K	Buy	4,619 +316	+7%	+$19.9K	0.01%	552
2022 Q3	$256K	Buy	4,303 +244	+6%	+$14.5K	0.01%	573
2022 Q2	$265K	Buy	+4,059	New	+$265K	0.01%	574