Ever Source Wealth Advisors, LLC HEALTHCARE RLTY TR CL A COM Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
3,479
Previous 4,236 17.87%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-757 Reduced 17.87%
3,479 $0
Q1 2025

May 13, 2025
SELL
N/A
-8,169 Reduced 65.85%
4,236 $0
Q4 2024

Feb 07, 2025
BUY
N/A
9,504 Added 327.61%
12,405 $0
Q3 2024

Nov 08, 2024
BUY
N/A
92 Added 3.28%
2,901 $0
Q2 2024

Aug 13, 2024
BUY
N/A
2,030 Added 260.59%
2,809 $0
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
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