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

1,101

188M

167K

797K

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

Stay updated on Evermay Wealth Management LLC with notifications on news.