EWM
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Evermay Wealth Management’s Factset FDS Stock Holding History

Evermay Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22
Closed -$10K – 618
2024
Q1 		$10K Hold
22
– – ﹤0.01% 470
2023
Q4 		$10.5K Hold
22
– – ﹤0.01% 448
2023
Q3 		$9.62K Buy
+22
New +$9.62K ﹤0.01% 435