Carson Wealth (CWM LLC)’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-428
Closed -$15K 5291
2024
Q2
$15K Buy
428
+140
+49% +$4.91K ﹤0.01% 3320
2024
Q1
$10K Sell
288
-13
-4% -$451 ﹤0.01% 3369
2023
Q4
$7K Sell
301
-195
-39% -$4.54K ﹤0.01% 3381
2023
Q3
$11K Buy
+496
New +$11K ﹤0.01% 3105
2023
Q2
Sell
-118
Closed -$4K 4513
2023
Q1
$4K Sell
118
-103
-47% -$3.49K ﹤0.01% 3447
2022
Q4
$7K Buy
221
+112
+103% +$3.55K ﹤0.01% 3040
2022
Q3
$3K Sell
109
-113
-51% -$3.11K ﹤0.01% 3385
2022
Q2
$6K Sell
222
-15
-6% -$405 ﹤0.01% 2931
2022
Q1
$10K Buy
237
+224
+1,723% +$9.45K ﹤0.01% 2501
2021
Q4
$1K Buy
+13
New +$1K ﹤0.01% 3397