Plante Moran Financial Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,860
| Closed | -$363K | – | 935 |
|
|
2024
Q3 | $363K | Buy |
+5,860
| New | +$363K | 0.03% | 111 |
|
|
2024
Q1 | – | Sell |
-350
| Closed | -$18.3K | – | 881 |
|
|
2023
Q4 | $18.3K | Buy |
+350
| New | +$18.3K | ﹤0.01% | 464 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 780 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 759 |
|