EVERMAY WEALTH MANAGEMENT LLC – Discover Financial Services Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$98,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.87%
quarter
Discover Financial Services 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -4K | $90.92 | 1.07K | |
| Q2 2022 | share | 0.00% | 0 shares | -16K | $94.58 | 1.07K | |
| Q1 2022 | share | 0.00% | 0 shares | -6K | $110.19 | 1.07K | |
| Q4 2021 | share | 0.00% | 0 shares | -3K | $115.83 | 1.07K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $122.34 | 1.07K | |
| Q2 2021 | share | Increase | 0.00% | 1.07K shares | 127K | $117.34 | 1.07K |
| Q1 2020 | share | Decrease | -100.00% | -5.54K shares | -471K | $34.21 | 0 |
| Q4 2019 | share | 0.00% | 0 shares | 21K | $80.88 | 5.54K | |
| Q3 2019 | share | Decrease | -12.74% | -810 shares | -43K | $76.92 | 5.54K |
| Q2 2019 | share | Decrease | -4.02% | -266 shares | 22K | $73.19 | 6.35K |
| Q1 2019 | share | Increase | +31.32% | 1.58K shares | 173K | $66.78 | 6.62K |
| Q4 2018 | share | Decrease | -39.73% | -3.32K shares | -342K | $55.04 | 5.04K |
| Q3 2018 | share | Increase | +24.00% | 1.62K shares | 165K | $70.93 | 8.37K |
| Q2 2018 | share | Increase | +9.22% | 570 shares | 30K | $65 | 6.75K |
| Q1 2018 | share | Increase | +25.48% | 1.25K shares | 66K | $66.1 | 6.18K |
| Q4 2017 | share | Increase | 0.00% | 4.92K shares | 379K | $70.37 | 4.92K |