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

412

34.6M

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