JFS Wealth Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06K | Buy |
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|
2025
Q1 | $7.72K | Buy |
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|
2024
Q4 | $6.77K | Buy |
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|
2024
Q3 | $6.26K | Buy |
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|
2024
Q2 | $4.13K | Buy |
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|
2024
Q1 | $3.79K | Buy |
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|
2023
Q4 | $1.88K | Buy |
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|
2023
Q3 | $1.27K | Sell |
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|
2023
Q2 | $4.03K | Buy |
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|
2023
Q1 | $3.97K | Sell |
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|
2022
Q4 | $7.3K | Sell |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $11K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $3K | Buy |
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