Ever Source Wealth Advisors, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Ever Source Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	SELL	$43.67 - $46.49 $44,368 - $47,233	-1,016 Closed	0 $0
Q2 2023 Aug 04, 2023	BUY	$45.36 - $47.24 $10,704 - $11,148	236 Added 30.26%	1,016 $46,000
Q4 2022 Feb 09, 2023	SELL	$43.48 - $46.24 $61,958 - $65,892	-1,425 Reduced 64.63%	780 $35,000
Q3 2022 Nov 07, 2022	BUY	$43.92 - $47.21 $93,417 - $100,415	2,127 Added 2726.92%	2,205 $97,000
Q2 2022 Aug 01, 2022	BUY	$45.07 - $47.95 $1,126 - $1,198	25 Added 47.17%	78 $4,000
Q1 2022 May 25, 2022	BUY	$47.75 - $51.66 $2,530 - $2,737	53 New	53 $3,000

323

67.9M

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.