Waterfront Wealth’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
6,067
+26
| +0.4% | +$1.79K | 0.09% | 202 |
|
|
2025
Q1 | $417K | Hold |
6,041
| – | – | 0.1% | 192 |
|
|
2024
Q4 | $372K | Hold |
6,041
| – | – | 0.09% | 204 |
|
|
2024
Q3 | $364K | Hold |
6,041
| – | – | 0.09% | 200 |
|
|
2024
Q2 | $320K | Sell |
6,041
-400
| -6% | -$21.2K | 0.09% | 195 |
|
|
2024
Q1 | $338K | Hold |
6,441
| – | – | 0.09% | 189 |
|
|
2023
Q4 | $336K | Hold |
6,441
| – | – | 0.1% | 187 |
|
|
2023
Q3 | $313K | Hold |
6,441
| – | – | 0.1% | 189 |
|
|
2023
Q2 | $394K | Hold |
6,441
| – | – | 0.12% | 179 |
|
|
2023
Q1 | $394K | Hold |
6,441
| – | – | 0.13% | 176 |
|
|
2022
Q4 | $398K | Hold |
6,441
| – | – | 0.14% | 180 |
|
|
2022
Q3 | $389K | Hold |
6,441
| – | – | 0.15% | 170 |
|
|
2022
Q2 | $420K | Hold |
6,441
| – | – | 0.17% | 158 |
|
|
2022
Q1 | $457K | Hold |
6,441
| – | – | 0.16% | 141 |
|
|
2021
Q4 | $442K | Hold |
6,441
| – | – | 0.18% | 129 |
|
|
2021
Q3 | $401K | Hold |
6,441
| – | – | 0.19% | 111 |
|
|
2021
Q2 | $389K | Hold |
6,441
| – | – | 0.18% | 115 |
|
|
2021
Q1 | $386K | Hold |
6,441
| – | – | 0.19% | 115 |
|
|
2020
Q4 | $358K | Buy |
+6,441
| New | +$358K | 0.25% | 89 |
|