Tradewinds LLC’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,612
| Closed | -$249K | – | 139 |
|
|
2025
Q1 | $249K | Buy |
3,612
+14
| +0.4% | +$965 | 0.07% | 180 |
|
|
2024
Q4 | $236K | Buy |
+3,598
| New | +$236K | 0.07% | 191 |
|
|
2023
Q3 | – | Sell |
-3,813
| Closed | -$223K | – | 119 |
|
|
2023
Q2 | $223K | Hold |
3,813
| – | – | 0.13% | 94 |
|
|
2023
Q1 | $233K | Buy |
+3,813
| New | +$233K | 0.14% | 107 |
|
|
2022
Q4 | – | Sell |
-3,813
| Closed | -$226K | – | 148 |
|
|
2022
Q3 | $226K | Hold |
3,813
| – | – | 0.16% | 103 |
|
|
2022
Q2 | $249K | Buy |
+3,813
| New | +$249K | 0.17% | 99 |
|