Number of Shares
1,585
Previous 3,409 53.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
N/A
-1,824 Reduced 53.51%
1,585 $0
Q2 2024

Aug 13, 2024

SELL
N/A
-183 Reduced 5.09%
3,409 $0
Q1 2024

Jun 11, 2024

SELL
N/A
-88 Reduced 2.39%
3,592 $0
Q4 2023

Feb 09, 2024

BUY
N/A
1,720 Added 87.76%
3,680 $0
Q3 2023

Nov 03, 2023

BUY
N/A
65 Added 3.43%
1,960 $0
Q2 2023

Aug 04, 2023

BUY
N/A
1,732 Added 1062.58%
1,895 $0
Q1 2023

May 11, 2023

BUY
N/A
95 Added 139.71%
163 $0
Q4 2022

Feb 09, 2023

BUY
N/A
68 New
68 $0
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.