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

2.72M

14.1K

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

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.