WWA
WCG Wealth Advisors’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
+11,300
| New | +$779K | 0.05% | 253 |
|
|
2025
Q1 | – | Sell |
-12,071
| Closed | -$743K | – | 302 |
|
|
2024
Q4 | $743K | Sell |
12,071
-42,625
| -78% | -$2.62M | 0.05% | 236 |
|
|
2024
Q3 | $3.39M | Sell |
54,696
-1,040
| -2% | -$64.5K | 0.23% | 109 |
|
|
2024
Q2 | $2.95M | Buy |
55,736
+1,417
| +3% | +$75.1K | 0.22% | 103 |
|
|
2024
Q1 | $2.9M | Sell |
54,319
-5,515
| -9% | -$294K | 0.24% | 94 |
|
|
2023
Q4 | $3.12M | Buy |
59,834
+1,763
| +3% | +$92K | 0.23% | 96 |
|
|
2023
Q3 | $2.94M | Buy |
+58,071
| New | +$2.94M | 0.22% | 101 |
|