Ever Source Wealth Advisors, LLC Spdr S&P Insurance ETF Transaction History

Ever Source Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$41.63 - $46.09 $20,815 - $23,045	-500 Reduced 50.0%	500 $22,000
Q2 2023 Aug 04, 2023	BUY	$38.14 - $40.88 $13,349 - $14,308	350 Added 53.85%	1,000 $40,000
Q1 2023 May 11, 2023	BUY	$37.44 - $44.1 $15,350 - $18,081	410 Added 170.83%	650 $25,000
Q4 2022 Feb 09, 2023	BUY	$37.03 - $42.63 $8,887 - $10,231	240 New	240 $9,000

165

12.7M

99.4K

567K

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