Nova R Wealth, Inc. EVRG Holdings History
Number of Shares
3,103.00
Current Holdings Value*
$213,910.00
% of Portfolio
0.1%
Total Estimate Gain
$19,899.37
% of Total Estimate Gain
3.19%
Nova R Wealth, Inc.'s Evergy Inc Holding Summary
As of 2025-06-30, Nova R Wealth, Inc. held 3,103.00 shares of Evergy Inc(EVRG), totaling $213,910.00. This investment constitutes 0.1% of their stock portfolio, and Nova R Wealth, Inc. now holds 0% of the outstanding Evergy Inc(EVRG) stock.
The initial trade took place in 2021Q4. And since then Nova R Wealth, Inc. has made 3 purchases of EVRG, at an average price of $63.57, for a total of 9,818.00 shares. In addition, there have been 2 sales at an average price of $63.66 for 6,715.00 shares. Based on historical transaction data and EVRG's current price of $69.77, Nova R Wealth, Inc.'s estimated gain on his EVRG holdings is $19,899.37, reflecting a 3.19% gain to date.
Nova R Wealth, Inc. EVRG ($69.77) Holding Chart
Nova R Wealth, Inc. EVRG ($69.77) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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