MATTERN WEALTH MANAGEMENT LLC – Evergy, Inc. Transaction History
MATTERN WEALTH MANAGEMENT LLC portfolio value:
$632,000
portfolio value
MATTERN WEALTH MANAGEMENT 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 | Increase | +0.08% | 9 shares | -62K | $59.4 | 10.64K |
| Q2 2022 | share | Increase | +0.09% | 10 shares | -32K | $65.25 | 10.63K |
| Q1 2022 | share | Increase | +0.09% | 10 shares | -3K | $68.34 | 10.62K |
| Q4 2021 | share | Increase | +0.08% | 9 shares | 69K | $68.43 | 10.61K |
| Q3 2021 | share | Increase | +0.08% | 8 shares | -24K | $61.66 | 10.61K |
| Q2 2021 | share | Increase | +5.43% | 546 shares | 85K | $59.44 | 10.60K |
| Q1 2021 | share | Increase | +0.09% | 9 shares | 41K | $58.05 | 10.05K |
| Q4 2020 | share | Increase | +0.10% | 10 shares | 48K | $53.61 | 10.04K |
| Q3 2020 | share | Decrease | -2.64% | -272 shares | -101K | $48.6 | 10.03K |
| Q2 2020 | share | Decrease | -2.80% | -297 shares | 27K | $56.15 | 10.30K |
| Q1 2020 | share | Increase | +18.56% | 1.66K shares | 2K | $51.68 | 10.60K |
| Q4 2019 | share | Increase | 0.00% | 8.94K shares | 582K | $60.67 | 8.94K |