Ferris Capital’s EverQuote EVER Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $242K | Hold |
14,983
| – | – | 0.06% | 179 |
|
|
2021
Q4 | $235K | Hold |
14,983
| – | – | 0.05% | 182 |
|
|
2021
Q3 | $225K | Buy |
+14,983
| New | +$225K | 0.05% | 187 |
|
|
2021
Q2 | – | Sell |
-14,983
| Closed | -$544K | – | 92 |
|
|
2021
Q1 | $544K | Hold |
14,983
| – | – | 0.14% | 126 |
|
|
2020
Q4 | $560K | Sell |
14,983
-2,467
| -14% | -$92.2K | 0.16% | 116 |
|
|
2020
Q3 | $674K | Hold |
17,450
| – | – | 0.22% | 99 |
|
|
2020
Q2 | $1.02M | Buy |
17,450
+2,500
| +17% | +$145K | 0.36% | 74 |
|
|
2020
Q1 | $392K | Buy |
+14,950
| New | +$392K | 0.17% | 104 |
|