Number of Shares
411
Previous 405 1.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
N/A
6 Added 1.48%
411 $0
Q4 2023

Feb 09, 2024

BUY
N/A
291 Added 255.26%
405 $0
Q3 2023

Nov 03, 2023

BUY
N/A
21 Added 22.58%
114 $0
Q2 2023

Aug 04, 2023

SELL
N/A
-72 Reduced 43.64%
93 $0
Q1 2023

May 11, 2023

BUY
N/A
9 Added 5.77%
165 $0
Q4 2022

Feb 09, 2023

SELL
N/A
-371 Reduced 70.4%
156 $0
Q3 2022

Nov 07, 2022

BUY
N/A
527 New
527 $111,000
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.