EVERMAY WEALTH MANAGEMENT LLC – Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$1.23M
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.72% | -768 shares | -170K | $28.13 | 43.84K |
| Q2 2022 | share | Decrease | -1.99% | -906 shares | -268K | $31.45 | 44.61K |
| Q1 2022 | share | Increase | +2349.89% | 43.66K shares | 1.59M | $36.72 | 45.51K |
| Q4 2021 | share | Increase | +2.20% | 40 shares | 0 | $38.93 | 1.85K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $38.7 | 1.81K | |
| Q2 2021 | share | Increase | 0.00% | 1.81K shares | 72K | $39.45 | 1.81K |