Jackson Wealth Management’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-13,715
Closed -$813K 132
2020
Q2
$813K Buy
13,715
+4,800
+54% +$285K 0.14% 105
2020
Q1
$500K Buy
+8,915
New +$500K 0.1% 95