Evergreen Wealth Solutions, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Evergreen Wealth Solutions, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	SELL	$46.38 - $48.56 $132,368 - $138,590	-2,854 Reduced 29.45%	6,836 $329,000
Q4 2022 Feb 14, 2023	BUY	$45.12 - $48.04 $24,996 - $26,614	554 Added 6.06%	9,690 $453,000
Q3 2022 Nov 14, 2022	SELL	$46.02 - $50.19 $8,099 - $8,833	-176 Reduced 1.89%	9,136 $424,000
Q2 2022 Aug 15, 2022	SELL	$47.71 - $51.47 $715 - $772	-15 Reduced 0.16%	9,312 $456,000
Q1 2022 Apr 22, 2022	BUY	$51.09 - $54.52 $82,357 - $87,886	1,612 Added 20.89%	9,327 $482,000
Q4 2021 Jan 19, 2022	BUY	$54.56 - $55.46 $420,930 - $427,873	7,715 New	7,715 $426,000

401

62.4M

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