Integrated Wealth Concepts’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,016
| Closed | -$691K | – | 1927 |
|
|
2025
Q1 | $691K | Sell |
10,016
-570
| -5% | -$39.3K | 0.01% | 1002 |
|
|
2024
Q4 | $652K | Buy |
10,586
+4,392
| +71% | +$270K | 0.01% | 1008 |
|
|
2024
Q3 | $384K | Buy |
6,194
+88
| +1% | +$5.46K | ﹤0.01% | 1204 |
|
|
2024
Q2 | $323K | Buy |
6,106
+292
| +5% | +$15.5K | ﹤0.01% | 1276 |
|
|
2024
Q1 | $310K | Sell |
5,814
-245
| -4% | -$13.1K | ﹤0.01% | 1306 |
|
|
2023
Q4 | $316K | Sell |
6,059
-1,838
| -23% | -$95.9K | 0.01% | 1233 |
|
|
2023
Q3 | $400K | Sell |
7,897
-492
| -6% | -$24.9K | 0.01% | 1081 |
|
|
2023
Q2 | $490K | Buy |
8,389
+3,122
| +59% | +$182K | 0.01% | 988 |
|
|
2023
Q1 | $322K | Buy |
+5,267
| New | +$322K | 0.01% | 1024 |
|