EWM
Evermay Wealth Management’s Verb Technology VERB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-260,561
| Closed | -$247K | – | 566 |
|
|
2022
Q1 | $247K | Hold |
260,561
| – | – | 0.04% | 167 |
|
|
2021
Q4 | $323K | Buy |
260,561
+80,231
| +44% | +$99.5K | 0.06% | 133 |
|
|
2021
Q3 | $346K | Buy |
180,330
+75,472
| +72% | +$145K | 0.07% | 118 |
|
|
2021
Q2 | $215K | Hold |
104,858
| – | – | 0.04% | 168 |
|
|
2021
Q1 | $147K | Hold |
104,858
| – | – | 0.03% | 173 |
|
|
2020
Q4 | $173K | Buy |
+104,858
| New | +$173K | 0.04% | 169 |
|