EWM
UI icon

Evermay Wealth Management’s Ubiquiti UI Stock Holding History

Evermay Wealth Management’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-75
Closed -$22K – 595
2022
Q3 		$22K Sell
75
-83
-53% -$24.5K ﹤0.01% 347
2022
Q2 		$39K Hold
158
– – 0.01% 296
2022
Q1 		$46K Hold
158
– – 0.01% 305
2021
Q4 		$48K Sell
158
-21
-12% -$6.39K 0.01% 284
2021
Q3 		$53K Buy
+179
New +$55.3K 0.01% 257

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