Kingswood Wealth Advisors’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,280	Closed	-$265K	–	830
2024 Q3	$265K	Sell	4,280 -456	-10%	-$28.3K	0.02%	607
2024 Q2	$251K	Buy	4,736 +163	+4%	+$8.63K	0.02%	577
2024 Q1	$244K	Buy	4,573 +300	+7%	+$16K	0.03%	540
2023 Q4	$223K	Buy	+4,273	New	+$223K	0.03%	549