SWA
SOA Wealth Advisors’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$406 | – | 916 |
|
|
2023
Q3 | $406 | Hold |
8
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $467 | Hold |
8
| – | – | ﹤0.01% | 837 |
|
|
2023
Q1 | $489 | Hold |
8
| – | – | ﹤0.01% | 846 |
|
|
2022
Q4 | $503 | Hold |
8
| – | – | ﹤0.01% | 844 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 866 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 869 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 927 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 902 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 917 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 888 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 835 |
|
|
2020
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 813 |
|