Marcum Wealth’s Evergy EVRG Stock Holding History

Marcum Wealth’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$270K	Buy
2024 Q4	$237K	Buy
2024 Q3	$238K	Buy
2023 Q3	–	Sell
2023 Q2	$217K	Buy
2023 Q1	$219K	Sell
2022 Q4	$239K	Buy
2022 Q3	$210K	Buy
2022 Q2	$230K	Buy
2022 Q1	–	Sell
2021 Q4	$211K	Buy