Wetzel Investment Advisors’s Evergy EVRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9	Closed	-$480	–	367
2024 Q2	$480	Sell	9 -238	-96%	-$12.7K	﹤0.01%	870
2024 Q1	$12.6K	Sell	247 -12	-5%	-$612	0.01%	480
2023 Q4	$14K	Buy	+259	New	+$14K	0.01%	438