JWCA
J.W. Cole Advisors’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
22,752
+1,982
| +10% | +$137K | 0.03% | 504 |
|
|
2025
Q1 | $1.43M | Buy |
20,770
+4,229
| +26% | +$292K | 0.04% | 415 |
|
|
2024
Q4 | $1.02M | Buy |
16,541
+735
| +5% | +$45.2K | 0.04% | 410 |
|
|
2024
Q3 | $980K | Buy |
15,806
+156
| +1% | +$9.67K | 0.04% | 394 |
|
|
2024
Q2 | $829K | Buy |
15,650
+227
| +1% | +$12K | 0.04% | 393 |
|
|
2024
Q1 | $822K | Sell |
15,423
-799
| -5% | -$42.6K | 0.04% | 382 |
|
|
2023
Q4 | $847K | Buy |
16,222
+497
| +3% | +$25.9K | 0.05% | 332 |
|
|
2023
Q3 | $797K | Buy |
15,725
+124
| +0.8% | +$6.29K | 0.06% | 295 |
|
|
2023
Q2 | $911K | Buy |
15,601
+151
| +1% | +$8.82K | 0.07% | 281 |
|
|
2023
Q1 | $944K | Buy |
15,450
+1,490
| +11% | +$91.1K | 0.07% | 299 |
|
|
2022
Q4 | $879K | Buy |
13,960
+228
| +2% | +$14.3K | 0.07% | 299 |
|
|
2022
Q3 | $816K | Sell |
13,732
-1,124
| -8% | -$66.8K | 0.07% | 291 |
|
|
2022
Q2 | $969K | Buy |
14,856
+1,298
| +10% | +$84.7K | 0.08% | 266 |
|
|
2022
Q1 | $927K | Sell |
13,558
-150
| -1% | -$10.3K | 0.06% | 296 |
|
|
2021
Q4 | $940K | Buy |
13,708
+405
| +3% | +$27.8K | 0.06% | 313 |
|
|
2021
Q3 | $827K | Sell |
13,303
-734
| -5% | -$45.6K | 0.06% | 189 |
|
|
2021
Q2 | $848K | Sell |
14,037
-1,840
| -12% | -$111K | 0.07% | 307 |
|
|
2021
Q1 | $945K | Buy |
15,877
+3,158
| +25% | +$188K | 0.09% | 247 |
|
|
2020
Q4 | $706K | Buy |
12,719
+3,182
| +33% | +$177K | 0.07% | 279 |
|
|
2020
Q3 | $485K | Sell |
9,537
-3,129
| -25% | -$159K | 0.04% | 425 |
|
|
2020
Q2 | $751K | Buy |
12,666
+873
| +7% | +$51.8K | 0.11% | 186 |
|
|
2020
Q1 | $649K | Sell |
11,793
-807
| -6% | -$44.4K | 1.25% | 16 |
|
|
2019
Q4 | $820K | Buy |
+12,600
| New | +$820K | 0.1% | 216 |
|