Wealthspire Advisors (Maryland)’s Evergy EVRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-1,977
Closed -$115K 960
2019
Q1
$115K Buy
1,977
+1,182
+149% +$68.8K 0.01% 589
2018
Q4
$45K Buy
795
+453
+132% +$25.6K ﹤0.01% 899
2018
Q3
$19K Sell
342
-10
-3% -$556 ﹤0.01% 1317
2018
Q2
$20K Buy
+352
New +$20K ﹤0.01% 1306