HWMA
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Heritage Wealth Management (Arizona)’s Evergy EVRG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$881 Buy
14
+7
+100% +$440 ﹤0.01% 1033
2022
Q3 		$0 Buy
+7
New – ﹤0.01% 1040