EVERMAY WEALTH MANAGEMENT LLC – Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$157,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -6K | $55.81 | 2.81K | |
| Q2 2022 | share | 0.00% | 0 shares | -47K | $57.99 | 2.81K | |
| Q1 2022 | share | 0.00% | 0 shares | -20K | $74.82 | 2.81K | |
| Q4 2021 | share | Decrease | -3.44% | -50 shares | 18K | $165.03 | 1.40K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $148.09 | 1.45K | |
| Q2 2021 | share | Decrease | -9.35% | -150 shares | 4K | $145.82 | 1.45K |
| Q1 2021 | share | Decrease | -7.23% | -125 shares | -14K | $129.53 | 1.60K |
| Q4 2020 | share | Decrease | -6.99% | -130 shares | 8K | $128.03 | 1.73K |
| Q3 2020 | share | Increase | 0.00% | 1.86K shares | 214K | $114.67 | 1.86K |