Evermay Wealth Management LLC Ishares Trust Ishares Pfd And Transaction History

Evermay Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$38.55 - $39.48 $23,130 - $23,687	-600 Reduced 45.28%	725 $28,000
Q2 2021 Aug 13, 2021	BUY	$37.96 - $39.34 $50,297 - $52,125	1,325 New	1,325 $52,000
Q4 2018 Jan 24, 2019	SELL	$33.41 - $36.68 $397,846 - $436,785	-11,908 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$37.02 - $38.0 $37,020 - $38,000	-1,000 Reduced 7.75%	11,908 $442,000
Q2 2018 Aug 06, 2018	SELL	$36.91 - $37.71 $69,833 - $71,347	-1,892 Reduced 12.78%	12,908 $487,000
Q1 2018 May 04, 2018	BUY	$36.79 - $38.19 $13,980 - $14,512	380 Added 2.64%	14,800 $556,000
Q4 2017 Feb 07, 2018	BUY	$38.07 - $38.65 $548,969 - $557,333	14,420	14,420 $549,000

1,087

185M

375K

1.29M

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