Evermay Wealth Management LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Evermay Wealth Management LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$24.7 - $24.83 $76,446 - $76,848	-3,095 Reduced 67.02%	1,523 $37,000
Q2 2023 Aug 10, 2023	SELL	$24.71 - $24.81 $7.5 Million - $7.53 Million	-303,578 Reduced 98.5%	4,618 $114,000
Q1 2023 May 15, 2023	BUY	$24.67 - $24.81 $63,993 - $64,357	2,594 Added 0.85%	308,196 $7.65 Million
Q4 2022 Jan 19, 2023	BUY	$24.66 - $24.75 $3.48 Million - $3.49 Million	140,945 Added 85.6%	305,602 $0
Q3 2022 Nov 14, 2022	BUY	$24.75 - $24.95 $4.08 Million - $4.11 Million	164,657 New	164,657 $4.08 Million

477K

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