Evergreen Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Evergreen Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 28, 2020	SELL	$22.29 - $38.7 $5.94 Million - $10.3 Million	-266,372 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$33.63 - $38.03 $208,001 - $235,215	6,185 Added 2.38%	266,372 $20.1 Million
Q3 2019 Oct 16, 2019	BUY	$34.78 - $36.12 $241,581 - $250,889	6,946 Added 2.74%	260,187 $18.1 Million
Q2 2019 Jul 17, 2019	BUY	N/A	7,150 Added 2.91%	253,241 $18.1 Million
Q1 2019 Apr 16, 2019	BUY	N/A	14,494 Added 6.26%	246,091 $17.2 Million
Q4 2018 Jan 24, 2019	BUY	N/A	231,597 New	231,597 $14.1 Million

1,147

147M

55.6K

7.8K

Get notified when there are updates to the investment portfolio of Evergreen Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Evergreen Advisors, LLC with notifications on news.