Eschler Asset Management’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-25,628
| Closed | -$314K | – | 110 |
|
2023
Q4 | $314K | Buy |
+25,628
| New | +$314K | 0.25% | 61 |
|
2023
Q2 | – | Sell |
-25,628
| Closed | -$356K | – | 55 |
|
2023
Q1 | $356K | Hold |
25,628
| – | – | 0.28% | 49 |
|
2022
Q4 | $378K | Buy |
+25,628
| New | +$378K | 0.72% | 31 |
|
2022
Q3 | – | Sell |
-25,628
| Closed | -$227K | – | 44 |
|
2022
Q2 | $227K | Hold |
25,628
| – | – | 0.46% | 40 |
|
2022
Q1 | $415K | Hold |
25,628
| – | – | 0.39% | 33 |
|
2021
Q4 | $401K | Buy |
+25,628
| New | +$401K | 0.51% | 32 |
|