Modern Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
7,778
+1,676
| +27% | +$116K | 0.01% | 456 |
|
|
2025
Q1 | $421K | Sell |
6,102
-612
| -9% | -$42.2K | 0.01% | 453 |
|
|
2024
Q4 | $413K | Buy |
6,714
+2,042
| +44% | +$126K | 0.02% | 390 |
|
|
2024
Q3 | $290K | Sell |
4,672
-15
| -0.3% | -$930 | 0.02% | 349 |
|
|
2024
Q2 | $248K | Sell |
4,687
-69
| -1% | -$3.66K | 0.02% | 344 |
|
|
2024
Q1 | $254K | Buy |
4,756
+420
| +10% | +$22.4K | 0.02% | 265 |
|
|
2023
Q4 | $226K | Buy |
+4,336
| New | +$226K | 0.03% | 172 |
|