Morningstar Investment Services’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,896	Closed	-$243K	–	231
2022 Q4	$243K	Buy	3,896 +56	+1%	+$3.49K	﹤0.01%	208
2022 Q3	$231K	Buy	+3,840	New	+$231K	﹤0.01%	209