Number of Shares
779
Previous 989 21.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jun 11, 2024

SELL
N/A
-210 Reduced 21.23%
779 $0
Q4 2023

Feb 09, 2024

BUY
N/A
596 Added 151.65%
989 $0
Q3 2023

Nov 03, 2023

BUY
N/A
342 Added 670.59%
393 $0
Q2 2023

Aug 04, 2023

BUY
N/A
10 Added 24.39%
51 $0
Q1 2023

May 11, 2023

BUY
N/A
41 New
41 $0
Q3 2022

Nov 07, 2022

BUY
N/A
240 New
240 $5,000
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.