WFA
West Financial Advisors’s Evergy EVRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-177
| Closed | -$10.9K | – | 211 |
|
|
2024
Q4 | $10.9K | Buy |
+177
| New | +$10.9K | ﹤0.01% | 149 |
|
|
2022
Q4 | – | Sell |
-681
| Closed | -$40K | – | 179 |
|
|
2022
Q3 | $40K | Hold |
681
| – | – | 0.01% | 104 |
|
|
2022
Q2 | $44K | Hold |
681
| – | – | 0.01% | 102 |
|
|
2022
Q1 | $47K | Hold |
681
| – | – | 0.01% | 104 |
|
|
2021
Q4 | $47K | Hold |
681
| – | – | 0.01% | 111 |
|
|
2021
Q3 | $42K | Hold |
681
| – | – | 0.01% | 104 |
|
|
2021
Q2 | $41K | Hold |
681
| – | – | 0.01% | 96 |
|
|
2021
Q1 | $41K | Hold |
681
| – | – | 0.01% | 94 |
|
|
2020
Q4 | $38K | Buy |
+681
| New | +$38K | 0.01% | 95 |
|