Private Wealth Management Group’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.9K | Hold |
260
| – | – | 0.01% | 334 |
|
2025
Q1 | $17.9K | Hold |
260
| – | – | 0.01% | 322 |
|
2024
Q4 | $16K | Hold |
260
| – | – | 0.01% | 363 |
|
2024
Q3 | $16.1K | Hold |
260
| – | – | 0.01% | 338 |
|
2024
Q2 | $13.8K | Buy |
260
+141
| +118% | +$7.47K | 0.01% | 366 |
|
2024
Q1 | $6.35K | Hold |
119
| – | – | ﹤0.01% | 549 |
|
2023
Q4 | $6.21K | Buy |
+119
| New | +$6.21K | ﹤0.01% | 557 |
|