EXENCIAL WEALTH ADVISORS, LLC – Evergy, Inc. Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$1.77M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-8.97%
quarter
Evergy, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.82% | -2.89K shares | -364K | $59.4 | 29.90K |
| Q2 2022 | share | Increase | +0.93% | 301 shares | -81K | $65.25 | 32.8K |
| Q1 2022 | share | Increase | +5.87% | 1.80K shares | 115K | $68.34 | 32.49K |
| Q4 2021 | share | Increase | +3.71% | 1.09K shares | 265K | $68.43 | 30.69K |
| Q3 2021 | share | Decrease | -0.04% | -11 shares | 52K | $61.66 | 29.60K |
| Q2 2021 | share | Increase | +7.00% | 1.93K shares | 142K | $59.44 | 29.61K |
| Q1 2021 | share | Decrease | -0.72% | -201 shares | 100K | $58.05 | 27.67K |
| Q4 2020 | share | Decrease | -53.02% | -31.45K shares | -1.46M | $53.61 | 27.87K |
| Q3 2020 | share | Increase | 0.00% | 59.33K shares | 3.01M | $48.6 | 59.33K |