Nova R Wealth’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
3,103
| – | – | 0.1% | 78 |
|
|
2025
Q1 | $214K | Buy |
+3,103
| New | +$214K | 0.11% | 77 |
|
|
2023
Q2 | – | Sell |
-3,771
| Closed | -$230K | – | 67 |
|
|
2023
Q1 | $230K | Buy |
+3,771
| New | +$230K | 0.16% | 68 |
|
|
2022
Q2 | – | Sell |
-2,944
| Closed | -$201K | – | 76 |
|
|
2022
Q1 | $201K | Buy |
2,944
+16
| +0.5% | +$1.09K | 0.17% | 71 |
|
|
2021
Q4 | $201K | Buy |
+2,928
| New | +$201K | 0.16% | 75 |
|