Integrated Wealth Concepts’s Evergy EVRG Stock Holding History

Integrated Wealth Concepts’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$691K	Sell
2024 Q4	$652K	Buy
2024 Q3	$384K	Buy
2024 Q2	$323K	Buy
2024 Q1	$310K	Sell
2023 Q4	$316K	Sell
2023 Q3	$400K	Sell
2023 Q2	$490K	Buy
2023 Q1	$322K	Buy