Glassman Wealth Services’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 |
-36
| Closed | -$441 | – | 736 |
|
|
2023
Q4 | $441 | Sell |
36
-15
| -29% | -$184 | ﹤0.01% | 1746 |
|
|
2023
Q3 | $369 | Hold |
51
| – | – | ﹤0.01% | 1792 |
|
|
2023
Q2 | $332 | Hold |
51
| – | – | ﹤0.01% | 1718 |
|
|
2023
Q1 | $709 | Hold |
51
| – | – | ﹤0.01% | 1544 |
|
|
2022
Q4 | $752 | Buy |
+51
| New | +$752 | ﹤0.01% | 1509 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | – | – | 1755 |
|
|
2022
Q2 | $0 | Sell |
22
-45
| -67% | – | ﹤0.01% | 1767 |
|
|
2022
Q1 | $1K | Buy |
67
+23
| +52% | +$343 | ﹤0.01% | 1382 |
|
|
2021
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1363 |
|