AWM
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Alterna Wealth Management’s EverQuote EVER Stock Holding History

Alterna Wealth Management’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,535
Closed -$206K – 100
2020
Q2 		$206K Buy
+3,535
New +$166K 0.25% 91

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Alterna Wealth Management's EVER Position: Q3 2020 in Review

Alterna Wealth Management sold out of EverQuote (EVER) in Q3 2020, closing a stake of 3,535 shares — an estimated $206K sold.

Alterna Wealth Management first reported a position in EVER in Q2 2020 and held it in 1 quarter. The position peaked at $206K in Q2 2020. 143 funds tracked by Wall St. Rank hold EVER as of Q3 2020.

  • Alterna Wealth Management reported no remaining EverQuote position as of Q3 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 3,535 EverQuote shares in Q3 2020, an estimated $206K.
  • Alterna Wealth Management first reported a position in EverQuote in Q2 2020 and held it in 1 quarter.
  • Alterna Wealth Management's EverQuote position peaked at $206K in Q2 2020.
  • 143 funds tracked by Wall St. Rank held EverQuote as of Q3 2020.

Based on Alterna Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.