Ever Source Wealth Advisors, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Ever Source Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	BUY	$53.73 - $58.49 $22,835 - $24,858	425 Added 72.77%	1,009 $55,000
Q3 2022 Nov 07, 2022	BUY	$54.52 - $60.66 $13,902 - $15,468	255 Added 77.51%	584 $33,000
Q2 2022 Aug 01, 2022	SELL	$58.24 - $67.63 $32,905 - $38,210	-565 Reduced 63.2%	329 $20,000
Q1 2022 May 25, 2022	BUY	$49.81 - $65.25 $9,015 - $11,810	181 Added 25.39%	894 $54,000
Q4 2021 Feb 07, 2022	BUY	$48.03 - $61.24 $34,245 - $43,664	713 New	713 $35,000

3.25M

18.3K

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