WCM
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Wealthcare Capital Management’s Evergy EVRG Stock Holding History

Wealthcare Capital Management’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-294
Closed -$18K – 272
2021
Q1 		$18K Buy
+294
New +$16.3K ﹤0.01% 221
2020
Q2 		– Sell
-294
Closed -$16K – 114
2020
Q1 		$16K Hold
294
– – ﹤0.01% 140
2019
Q4 		$19K Hold
294
– – ﹤0.01% 151
2019
Q3 		$20K Hold
294
– – ﹤0.01% 136
2019
Q2 		$18K Hold
294
– – ﹤0.01% 134
2019
Q1 		$17K Hold
294
– – ﹤0.01% 143
2018
Q4 		$17K Buy
+294
New +$17K ﹤0.01% 139

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EIM
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CS
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MAM
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PAMU
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