EWM
Evermay Wealth Management’s WesBanco WSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$31.1K | – | 570 |
|
|
2023
Q1 | $31.1K | Hold |
1,000
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $37.3K | Hold |
1,000
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $34K | Hold |
1,000
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $32K | Hold |
1,000
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $34K | Hold |
1,000
| – | – | 0.01% | 333 |
|
|
2021
Q4 | $35K | Hold |
1,000
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $34K | Hold |
1,000
| – | – | 0.01% | 301 |
|
|
2021
Q2 | $36K | Buy |
+1,000
| New | +$36K | 0.01% | 319 |
|