Affinity Investment Advisors’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,378
| Closed | -$405K | – | 174 |
|
|
2021
Q2 | $405K | Buy |
12,378
+80
| +0.7% | +$2.62K | 0.18% | 132 |
|
|
2021
Q1 | $446K | Hold |
12,298
| – | – | 0.16% | 130 |
|
|
2020
Q4 | $459K | Sell |
12,298
-50
| -0.4% | -$1.87K | 0.19% | 124 |
|
|
2020
Q3 | $477K | Buy |
12,348
+2,888
| +31% | +$112K | 0.21% | 110 |
|
|
2020
Q2 | $550K | Hold |
9,460
| – | – | 0.26% | 97 |
|
|
2020
Q1 | $248K | Buy |
+9,460
| New | +$248K | 0.13% | 121 |
|