EVERMAY WEALTH MANAGEMENT LLC – iShares S&P 500 Value ETF Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$137,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +106.18% | 550 shares | 66K | $128.52 | 1.06K |
| Q2 2022 | share | 0.00% | 0 shares | -10K | $137.46 | 518 | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $155.72 | 518 | |
| Q4 2021 | share | 0.00% | 0 shares | 5K | $156.74 | 518 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $145.42 | 518 | |
| Q2 2021 | share | Increase | 0.00% | 518 shares | 76K | $146.8 | 518 |