Evermay Wealth Management’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10	Closed	-$1K	–	564
2022 Q1	$1K	Buy	+10	New	+$1K	﹤0.01%	510
2021 Q3	–	Sell	-174	Closed	-$18K	–	527
2021 Q2	$18K	Buy	+174	New	+$18K	﹤0.01%	364