Wealthcare Advisory Partners’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
10,794
+1,060
| +11% | +$73.1K | 0.02% | 544 |
|
|
2025
Q1 | $671K | Buy |
9,734
+2,412
| +33% | +$166K | 0.02% | 524 |
|
|
2024
Q4 | $451K | Buy |
7,322
+182
| +3% | +$11.2K | 0.01% | 597 |
|
|
2024
Q3 | $443K | Sell |
7,140
-556
| -7% | -$34.5K | 0.01% | 593 |
|
|
2024
Q2 | $408K | Buy |
7,696
+1,822
| +31% | +$96.5K | 0.01% | 580 |
|
|
2024
Q1 | $314K | Buy |
+5,874
| New | +$314K | 0.01% | 657 |
|
|
2021
Q2 | – | Sell |
-135
| Closed | -$8K | – | 937 |
|
|
2021
Q1 | $8K | Buy |
+135
| New | +$8K | ﹤0.01% | 1519 |
|
|
2020
Q2 | – | Sell |
-67
| Closed | -$4K | – | 633 |
|
|
2020
Q1 | $4K | Buy |
67
+1
| +2% | +$60 | ﹤0.01% | 1152 |
|
|
2019
Q4 | $4K | Buy |
+66
| New | +$4K | ﹤0.01% | 1143 |
|
|
2018
Q3 | – | Sell |
-307
| Closed | -$17K | – | 1247 |
|
|
2018
Q2 | $17K | Buy |
+307
| New | +$17K | ﹤0.01% | 711 |
|