Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$521 | – | 2733 |
|
|
2023
Q1 | $521 | Buy |
+15
| New | +$521 | ﹤0.01% | 2489 |
|
|
2017
Q3 | – | Sell |
-787
| Closed | -$19K | – | 3745 |
|
|
2017
Q2 | $19K | Hold |
787
| – | – | ﹤0.01% | 3192 |
|
|
2017
Q1 | $16K | Sell |
787
-13,500
| -94% | -$274K | ﹤0.01% | 3261 |
|
|
2016
Q4 | $264K | Buy |
+14,287
| New | +$264K | ﹤0.01% | 1249 |
|