FDx Advisors’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,592
| Closed | -$272K | – | 634 |
|
|
2023
Q2 | $272K | Sell |
3,592
-524
| -13% | -$37.7K | 0.01% | 629 |
|
|
2023
Q1 | $335K | Hold |
4,116
| – | – | 0.01% | 531 |
|
|
2022
Q4 | $335K | Buy |
4,116
+211
| +5% | +$18.5K | 0.01% | 531 |
|
|
2022
Q3 | $353K | Sell |
3,905
-542
| -12% | -$52.6K | 0.02% | 499 |
|
|
2022
Q2 | $401K | Sell |
4,447
-12
| -0.3% | -$1.23K | 0.02% | 538 |
|
|
2022
Q1 | $520K | Buy |
4,459
+217
| +5% | +$24.6K | 0.02% | 497 |
|
|
2021
Q4 | $523K | Sell |
4,242
-72
| -2% | -$8.8K | 0.01% | 519 |
|
|
2021
Q3 | $488K | Buy |
4,314
+143
| +3% | +$15.1K | 0.02% | 520 |
|
|
2021
Q2 | $404K | Buy |
4,171
+312
| +8% | +$31.9K | 0.01% | 571 |
|
|
2021
Q1 | $368K | Buy |
3,859
+713
| +23% | +$65.9K | 0.01% | 566 |
|
|
2020
Q4 | $263K | Buy |
+3,146
| New | +$242K | 0.01% | 609 |
|
|
2020
Q3 | – | Sell |
-3,364
| Closed | -$224K | – | 605 |
|
|
2020
Q2 | $224K | Buy |
+3,364
| New | +$178K | 0.01% | 521 |
|
|
2020
Q1 | – | Sell |
-6,645
| Closed | -$472K | – | 520 |
|
|
2019
Q4 | $472K | Buy |
6,645
+437
| +7% | +$28.5K | 0.03% | 365 |
|
|
2019
Q3 | $390K | Buy |
6,208
+1,248
| +25% | +$77.1K | 0.03% | 405 |
|
|
2019
Q2 | $301K | Buy |
4,960
+378
| +8% | +$22.7K | 0.01% | 630 |
|
|
2019
Q1 | $291K | Sell |
4,582
-1,568
| -25% | -$98K | 0.01% | 608 |
|
|
2018
Q4 | $335K | Buy |
6,150
+83
| +1% | +$5.41K | 0.03% | 389 |
|
|
2018
Q3 | $479K | Sell |
6,067
-543
| -8% | -$46.9K | 0.02% | 534 |
|
|
2018
Q2 | $517K | Sell |
6,610
-571
| -8% | -$46.7K | 0.02% | 531 |
|
|
2018
Q1 | $588K | Sell |
7,181
-2,147
| -23% | -$161K | 0.02% | 686 |
|
|
2017
Q4 | $600K | Buy |
9,328
+755
| +9% | +$45.7K | 0.02% | 724 |
|
|
2017
Q3 | $460K | Buy |
8,573
+4,399
| +105% | +$220K | 0.01% | 831 |
|
|
2017
Q2 | $226K | Buy |
+4,174
| New | +$214K | 0.01% | 1093 |
|
|
2016
Q3 | – | Sell |
-8,384
| Closed | -$310K | – | 900 |
|
|
2016
Q2 | $310K | Buy |
8,384
+1,428
| +21% | +$52.5K | 0.01% | 740 |
|
|
2016
Q1 | $257K | Buy |
6,956
+980
| +16% | +$34.6K | 0.01% | 787 |
|
|
2015
Q4 | $269K | Sell |
5,976
-400
| -6% | -$17.5K | 0.01% | 747 |
|
|
2015
Q3 | $235K | Buy |
+6,376
| New | +$242K | 0.02% | 682 |
|
Other funds holding EFOR
FDx Advisors's EFOR Position: Q3 2023 in Review
FDx Advisors sold out of Everforth Inc (EFOR) in Q3 2023, closing a stake of 3,592 shares — an estimated $272K sold.
FDx Advisors first reported a position in EFOR in Q3 2015 and held it in 27 quarters. The position peaked at $600K in Q4 2017. 261 funds tracked by Wall St. Rank hold EFOR as of Q3 2023.
- FDx Advisors reported no remaining Everforth Inc position as of Q3 2023 after selling out during the quarter.
- FDx Advisors sold 3,592 Everforth Inc shares in Q3 2023, an estimated $272K.
- FDx Advisors first reported a position in Everforth Inc in Q3 2015 and held it in 27 quarters.
- FDx Advisors's Everforth Inc position peaked at $600K in Q4 2017.
- 261 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2023.
Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.