CCWM
EVBG
Cassaday & Co Wealth Management’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 |
-7,500
| Closed | -$262K | – | 320 |
|
|
2024
Q2 | $262K | Hold |
7,500
| – | – | 0.01% | 246 |
|
|
2024
Q1 | $261K | Buy |
+7,500
| New | +$261K | 0.01% | 247 |
|
|
2023
Q3 | – | Sell |
-7,500
| Closed | -$202K | – | 281 |
|
|
2023
Q2 | $202K | Sell |
7,500
-2,500
| -25% | -$67.3K | 0.01% | 247 |
|
|
2023
Q1 | $347K | Hold |
10,000
| – | – | 0.01% | 192 |
|
|
2022
Q4 | $296K | Buy |
+10,000
| New | +$296K | 0.01% | 198 |
|