Triad Wealth Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
4,389
+159
| +4% | +$11K | 0.06% | 216 |
|
|
2025
Q1 | $292K | Sell |
4,230
-102
| -2% | -$7.03K | 0.09% | 164 |
|
|
2024
Q4 | $267K | Buy |
+4,332
| New | +$267K | 0.1% | 151 |
|
|
2024
Q3 | – | Sell |
-163
| Closed | -$8.63K | – | 317 |
|
|
2024
Q2 | $8.63K | Buy |
+163
| New | +$8.63K | ﹤0.01% | 473 |
|