WealthPLAN Partners’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,449
Closed -$84.7K 554
2023
Q2
$84.7K Sell
1,449
-8
-0.5% -$467 0.01% 422
2023
Q1
$89.1K Buy
+1,457
New +$89.1K 0.01% 452