Choate Investment Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-5,121
| Closed | -$345K | – | 379 |
|
2021
Q4 | $345K | Hold |
5,121
| – | – | 0.02% | 217 |
|
2021
Q3 | $773K | Sell |
5,121
-590
| -10% | -$89.1K | 0.05% | 145 |
|
2021
Q2 | $777K | Sell |
5,711
-274
| -5% | -$37.3K | 0.05% | 145 |
|
2021
Q1 | $725K | Hold |
5,985
| – | – | 0.04% | 147 |
|
2020
Q4 | $892K | Hold |
5,985
| – | – | 0.05% | 123 |
|
2020
Q3 | $752K | Hold |
5,985
| – | – | 0.05% | 125 |
|
2020
Q2 | $828K | Hold |
5,985
| – | – | 0.06% | 115 |
|
2020
Q1 | $637K | Sell |
5,985
-1,173
| -16% | -$125K | 0.05% | 130 |
|
2019
Q4 | $559K | Buy |
7,158
+2,583
| +56% | +$202K | 0.03% | 152 |
|
2019
Q3 | $282K | Hold |
4,575
| – | – | 0.02% | 198 |
|
2019
Q2 | $409K | Hold |
4,575
| – | – | 0.02% | 172 |
|
2019
Q1 | $343K | Hold |
4,575
| – | – | 0.02% | 189 |
|
2018
Q4 | $260K | Buy |
+4,575
| New | +$260K | 0.02% | 196 |
|