True Wealth Design’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1K | Buy |
480
+22
| +5% | +$1.52K | 0.01% | 272 |
|
|
2025
Q1 | $31.6K | Buy |
458
+101
| +28% | +$6.96K | 0.01% | 267 |
|
|
2024
Q4 | $22K | Buy |
357
+6
| +2% | +$369 | 0.01% | 310 |
|
|
2024
Q3 | $21.8K | Buy |
351
+342
| +3,800% | +$21.2K | 0.01% | 313 |
|
|
2024
Q2 | $477 | Buy |
9
+1
| +13% | +$53 | ﹤0.01% | 657 |
|
|
2024
Q1 | $428 | Buy |
8
+3
| +60% | +$161 | ﹤0.01% | 653 |
|
|
2023
Q4 | $261 | Hold |
5
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $254 | Hold |
5
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $293 | Hold |
5
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $306 | Sell |
5
-1
| -17% | -$61 | ﹤0.01% | 653 |
|
|
2022
Q4 | $378 | Buy |
+6
| New | +$378 | ﹤0.01% | 530 |
|