Waterfront Wealth’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $372K | Hold |
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|
2024
Q3 | $364K | Hold |
|
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|
2024
Q2 | $320K | Sell |
|
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|
2024
Q1 | $338K | Hold |
|
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|
2023
Q4 | $336K | Hold |
|
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|
2023
Q3 | $313K | Hold |
|
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $394K | Hold |
|
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $389K | Hold |
|
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|
2022
Q2 | $420K | Hold |
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|
2022
Q1 | $457K | Hold |
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|
2021
Q4 | $442K | Hold |
|
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|
2021
Q3 | $401K | Hold |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $358K | Buy |
|