EWM
Evermay Wealth Management’s BlackLine BL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-364
| Closed | -$22.7K | – | 625 |
|
|
2023
Q4 | $22.7K | Hold |
364
| – | – | ﹤0.01% | 386 |
|
|
2023
Q3 | $20.2K | Hold |
364
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $19.6K | Hold |
364
| – | – | ﹤0.01% | 379 |
|
|
2023
Q1 | $24.4K | Sell |
364
-86
| -19% | -$5.78K | ﹤0.01% | 355 |
|
|
2022
Q4 | $30.3K | Buy |
+450
| New | +$30.3K | 0.01% | 335 |
|