Sound Financial Strategies Group’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,441	Closed	-$622K	–	99
2021 Q1	$622K	Sell	10,441 -231	-2%	-$13.8K	0.32%	33
2020 Q4	$592K	Buy	+10,672	New	+$592K	0.32%	53