Evermay Wealth Management LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Evermay Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$44.21 - $48.77 $82,097 - $90,565	-1,857 Reduced 76.51%	570 $27,000
Q4 2023 Feb 09, 2024	SELL	$38.7 - $46.0 $16,873 - $20,056	-436 Reduced 15.23%	2,427 $110,000
Q3 2023 Nov 13, 2023	BUY	$40.51 - $44.22 $37,593 - $41,036	928 Added 47.96%	2,863 $117,000
Q2 2021 Aug 13, 2021	BUY	$40.83 - $43.68 $79,006 - $84,520	1,935 New	1,935 $81,000

449

41M

500

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