EVERMAY WEALTH MANAGEMENT LLC – Utilities Select Sector SPDR Fund Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$82,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.59%
quarter
Utilities Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.14% | 200 shares | 9K | $65.51 | 1.24K |
| Q2 2022 | share | Increase | +8.29% | 80 shares | 1K | $70.13 | 1.04K |
| Q1 2022 | share | 0.00% | 0 shares | 3K | $74.46 | 965 | |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $71.33 | 965 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $63.88 | 965 | |
| Q2 2021 | share | Increase | 0.00% | 965 shares | 61K | $62.75 | 965 |