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

925

57.3M

22.2M

24.1M

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.