Ever Source Wealth Advisors, LLC Select Sector Spdr Fd Material Transaction History

Ever Source Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jun 11, 2024	SELL	$80.98 - $92.89 $8,098 - $9,289	-100 Reduced 14.29%	600 $55,000
Q1 2023 May 11, 2023	SELL	$75.51 - $85.21 $981 - $1,107	-13 Reduced 1.82%	700 $56,000
Q4 2022 Feb 09, 2023	BUY	$68.18 - $83.76 $48,612 - $59,720	713 New	713 $55,000
Q2 2022 Aug 01, 2022	SELL	$73.54 - $90.55 $14,413 - $17,747	-196 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$79.77 - $90.53 $10,848 - $12,312	-136 Reduced 40.96%	196 $17,000
Q4 2021 Feb 07, 2022	BUY	$80.02 - $90.61 $26,566 - $30,082	332 New	332 $30,000

922

57.3M

22.2M

24.1M

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