Ever Source Wealth Advisors, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Ever Source Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$33.21 - $37.37 $18,464 - $20,777	-556 Reduced 52.55%	502 $16,000
Q1 2023 May 11, 2023	SELL	$32.27 - $37.51 $5,130 - $5,964	-159 Reduced 13.06%	1,058 $35,000
Q4 2022 Feb 09, 2023	SELL	$31.03 - $35.26 $123,344 - $140,158	-3,975 Reduced 76.56%	1,217 $40,000
Q3 2022 Nov 07, 2022	SELL	$30.47 - $36.87 $6,154 - $7,447	-202 Reduced 3.74%	5,192 $159,000
Q2 2022 Aug 01, 2022	SELL	$30.34 - $38.42 $9,557 - $12,102	-315 Reduced 5.52%	5,394 $170,000
Q1 2022 May 25, 2022	SELL	$35.57 - $40.83 $23,903 - $27,437	-672 Reduced 10.53%	5,709 $217,000
Q4 2021 Feb 07, 2022	BUY	$38.24 - $42.82 $244,009 - $273,234	6,381 New	6,381 $257,000

401

33.7M

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.