UAS
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United Asset Strategies’s Evergy EVRG Stock Holding History

United Asset Strategies’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,768
Closed -$232K – 237
2024
Q4 		$232K Hold
3,768
– – 0.02% 222
2024
Q3 		$234K Buy
+3,768
New +$234K 0.02% 219