EVERMAY WEALTH MANAGEMENT LLC – iShares Core Dividend Growth ETF Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$430,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +33.09% | 2.40K shares | 84K | $44.47 | 9.66K |
| Q2 2022 | share | Decrease | -15.95% | -1.37K shares | -116K | $47.64 | 7.26K |
| Q1 2022 | share | Increase | +38.83% | 2.41K shares | 116K | $53.41 | 8.64K |
| Q4 2021 | share | Increase | +207.66% | 4.20K shares | 244K | $55.56 | 6.22K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $50.24 | 2.02K | |
| Q2 2021 | share | Increase | 0.00% | 2.02K shares | 102K | $50.12 | 2.02K |