EVERMAY WEALTH MANAGEMENT LLC – SPDR Dow Jones Industrial Average ETF Trust Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$248,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.67%
quarter
SPDR Dow Jones Industrial Average ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.85% | -200 shares | -79K | $287.3 | 861 |
| Q2 2022 | share | Increase | +7.61% | 75 shares | -15K | $307.82 | 1.06K |
| Q1 2022 | share | 0.00% | 0 shares | -16K | $346.83 | 986 | |
| Q4 2021 | share | Increase | +9.56% | 86 shares | 48K | $364.07 | 986 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $337.51 | 900 | |
| Q2 2021 | share | 0.00% | 0 shares | 13K | $342.63 | 900 | |
| Q1 2021 | share | 0.00% | 0 shares | 22K | $326.69 | 900 | |
| Q4 2020 | share | 0.00% | 0 shares | 25K | $301.24 | 900 | |
| Q3 2020 | share | Increase | +12.50% | 100 shares | 44K | $272.12 | 900 |
| Q2 2020 | share | Increase | 0.00% | 800 shares | 206K | $251.52 | 800 |
| Q1 2020 | share | Decrease | -100.00% | -800 shares | -228K | $212.68 | 0 |
| Q4 2019 | share | 0.00% | 0 shares | 13K | $274.83 | 800 | |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $258.05 | 800 | |
| Q2 2019 | share | 0.00% | 0 shares | 6K | $254.04 | 800 | |
| Q1 2019 | share | Increase | 0.00% | 800 shares | 207K | $246.27 | 800 |
| Q4 2018 | share | Decrease | -100.00% | -800 shares | -212K | $220.41 | 0 |
| Q3 2018 | share | Increase | 0.00% | 800 shares | 212K | $248.47 | 800 |