Evermay Wealth Management LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Evermay Wealth Management LLC

$618 Million
Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Invesco Act Mge Et Cmdt Fd Tr stock. As of the latest transaction made, Evermay Wealth Management LLC holds 191 shares of PDBC stock, worth $2,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares

191

Previous 191 -0.0%

Holding current value

$2,517

Previous $2,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$13.13 - $13.89 $4,135 - $4,375	-315 Reduced 62.25%	191 $2,000
Q4 2023 Feb 09, 2024	BUY	$13.3 - $15.17 $2,992 - $3,413	225 Added 80.07%	506 $6,000
Q3 2023 Nov 13, 2023	SELL	$13.62 - $15.34 $272 - $306	-20 Reduced 6.64%	281 $4,000
Q1 2023 May 15, 2023	SELL	$13.58 - $15.17 $706 - $788	-52 Reduced 14.73%	301 $4,000
Q4 2022 Jan 19, 2023	SELL	$14.35 - $17.95 $14,622 - $18,291	-1,019 Reduced 74.27%	353 $0
Q3 2022 Nov 14, 2022	SELL	$15.85 - $18.23 $5,563 - $6,398	-351 Reduced 20.37%	1,372 $22,000
Q2 2022 Aug 15, 2022	SELL	$17.71 - $20.69 $95,138 - $111,146	-5,372 Reduced 75.72%	1,723 $31,000
Q1 2022 May 16, 2022	BUY	$14.12 - $19.06 $99,037 - $133,686	7,014 Added 8659.26%	7,095 $125,000
Q4 2021 Feb 14, 2022	BUY	$13.45 - $22.71 $1,089 - $1,839	81 New	81 $1,000

Others Institutions Holding PDBC

# of Institutions

433

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

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About INVESCO ACT MGE ET CMDT FD TR

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Evermay Wealth Management LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History