MSWM
Mowery & Schoenfeld Wealth Management’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3K | Hold |
976
| – | – | 0.1% | 100 |
|
|
2025
Q1 | $67.3K | Sell |
976
-38
| -4% | -$2.62K | 0.13% | 110 |
|
|
2024
Q4 | $62.4K | Buy |
1,014
+38
| +4% | +$2.34K | 0.12% | 101 |
|
|
2024
Q3 | $60.5K | Hold |
976
| – | – | 0.1% | 89 |
|
|
2024
Q2 | $51.7K | Hold |
976
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $52.1K | Hold |
976
| – | – | 0.1% | 72 |
|
|
2023
Q4 | $50.9K | Buy |
+976
| New | +$50.9K | 0.1% | 72 |
|