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

322

67.3M

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