James Investment Research’s Everforth Inc EFOR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-27	Closed	-$2K	–	488
2020 Q4	$2K	Sell	27 -42	-61%	-$3.23K	﹤0.01%	489
2020 Q3	$4K	Hold	69	–	–	﹤0.01%	444
2020 Q2	$5K	Hold	69	–	–	﹤0.01%	418
2020 Q1	$2K	Buy	69 +42	+156%	+$2.38K	﹤0.01%	437
2019 Q4	$2K	Sell	27 -42	-61%	-$2.74K	﹤0.01%	491
2019 Q3	$4K	Hold	69	–	–	﹤0.01%	530
2019 Q2	$4K	Hold	69	–	–	﹤0.01%	621
2019 Q1	$4K	Hold	69	–	–	﹤0.01%	775
2018 Q4	$4K	Sell	69 -2,770	-98%	-$181K	﹤0.01%	751
2018 Q3	$224K	Sell	2,839 -23,945	-89%	-$2.07M	0.01%	572
2018 Q2	$2.09M	Buy	26,784 +23,972	+852%	+$1.96M	0.08%	317
2018 Q1	$230K	Sell	2,812 -30,153	-91%	-$2.26M	0.01%	560
2017 Q4	$2.12M	Buy	+32,965	New	+$2M	0.07%	250