VWA
Visionary Wealth Advisors’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,462
| Closed | -$270K | – | 332 |
|
|
2021
Q2 | $270K | Buy |
4,462
+458
| +11% | +$27.7K | 0.03% | 281 |
|
|
2021
Q1 | $238K | Buy |
4,004
+6
| +0.2% | +$357 | 0.03% | 286 |
|
|
2020
Q4 | $222K | Sell |
3,998
-375
| -9% | -$20.8K | 0.02% | 279 |
|
|
2020
Q3 | $222K | Buy |
4,373
+265
| +6% | +$13.5K | 0.03% | 228 |
|
|
2020
Q2 | $244K | Buy |
+4,108
| New | +$244K | 0.04% | 197 |
|