SVWAG
Sound View Wealth Advisors Group’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
4,572
| – | – | 0.02% | 338 |
|
|
2025
Q1 | $315K | Sell |
4,572
-1,800
| -28% | -$124K | 0.03% | 321 |
|
|
2024
Q4 | $392K | Hold |
6,372
| – | – | 0.03% | 293 |
|
|
2024
Q3 | $395K | Buy |
6,372
+2,347
| +58% | +$146K | 0.03% | 294 |
|
|
2024
Q2 | $213K | Hold |
4,025
| – | – | 0.02% | 345 |
|
|
2024
Q1 | $215K | Sell |
4,025
-402
| -9% | -$21.5K | 0.02% | 350 |
|
|
2023
Q4 | $231K | Buy |
+4,427
| New | +$231K | 0.03% | 349 |
|
|
2023
Q3 | – | Sell |
-3,972
| Closed | -$232K | – | 369 |
|
|
2023
Q2 | $232K | Sell |
3,972
-211
| -5% | -$12.3K | 0.03% | 325 |
|
|
2023
Q1 | $256K | Sell |
4,183
-244
| -6% | -$14.9K | 0.04% | 309 |
|
|
2022
Q4 | $231K | Buy |
+4,427
| New | +$231K | 0.03% | 349 |
|