Iams 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 | $619K | Sell |
8,980
-1,052
| -10% | -$72.5K | 0.28% | 97 |
|
|
2025
Q1 | $692K | Sell |
10,032
-558
| -5% | -$38.5K | 0.32% | 87 |
|
|
2024
Q4 | $652K | Sell |
10,590
-56
| -0.5% | -$3.45K | 0.3% | 88 |
|
|
2024
Q3 | $660K | Sell |
10,646
-120
| -1% | -$7.44K | 0.32% | 85 |
|
|
2024
Q2 | $570K | Buy |
10,766
+662
| +7% | +$35.1K | 0.31% | 89 |
|
|
2024
Q1 | $503K | Buy |
10,104
+1,322
| +15% | +$65.8K | 0.31% | 82 |
|
|
2023
Q4 | $458K | Sell |
8,782
-208
| -2% | -$10.9K | 0.3% | 86 |
|
|
2023
Q3 | $456K | Buy |
+8,990
| New | +$456K | 0.32% | 83 |
|
|
2023
Q2 | – | Sell |
-7,337
| Closed | -$444K | – | 30 |
|
|
2023
Q1 | $444K | Buy |
7,337
+2,739
| +60% | +$166K | 0.37% | 77 |
|
|
2022
Q4 | $289K | Buy |
+4,598
| New | +$289K | 0.29% | 81 |
|