LWCFA
EVBG
Loring Wolcott & Coolidge Fiduciary Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-5,000
| Closed | -$174K | – | 589 |
|
2024
Q1 | $174K | Hold |
5,000
| – | – | ﹤0.01% | 284 |
|
2023
Q4 | $112K | Hold |
5,000
| – | – | ﹤0.01% | 337 |
|
2023
Q3 | $104K | Sell |
5,000
-720
| -13% | -$15K | ﹤0.01% | 352 |
|
2023
Q2 | $154K | Hold |
5,720
| – | – | ﹤0.01% | 317 |
|
2023
Q1 | $198K | Sell |
5,720
-7,110
| -55% | -$247K | ﹤0.01% | 280 |
|
2022
Q4 | $380K | Hold |
12,830
| – | – | ﹤0.01% | 224 |
|
2022
Q3 | $396K | Hold |
12,830
| – | – | 0.01% | 216 |
|
2022
Q2 | $358K | Hold |
12,830
| – | – | ﹤0.01% | 235 |
|
2022
Q1 | $560K | Sell |
12,830
-685
| -5% | -$29.9K | 0.01% | 202 |
|
2021
Q4 | $910K | Sell |
13,515
-640
| -5% | -$43.1K | 0.01% | 186 |
|
2021
Q3 | $2.14M | Sell |
14,155
-1,568
| -10% | -$237K | 0.02% | 120 |
|
2021
Q2 | $2.14M | Sell |
15,723
-477
| -3% | -$64.9K | 0.02% | 123 |
|
2021
Q1 | $1.96M | Sell |
16,200
-67
| -0.4% | -$8.12K | 0.02% | 120 |
|
2020
Q4 | $2.43M | Sell |
16,267
-1,435
| -8% | -$214K | 0.03% | 107 |
|
2020
Q3 | $2.23M | Hold |
17,702
| – | – | 0.03% | 108 |
|
2020
Q2 | $2.45M | Sell |
17,702
-7,620
| -30% | -$1.05M | 0.03% | 102 |
|
2020
Q1 | $2.69M | Sell |
25,322
-2,505
| -9% | -$266K | 0.05% | 91 |
|
2019
Q4 | $2.17M | Sell |
27,827
-989
| -3% | -$77.2K | 0.03% | 114 |
|
2019
Q3 | $1.78M | Sell |
28,816
-8
| -0% | -$494 | 0.03% | 121 |
|
2019
Q2 | $2.58M | Sell |
28,824
-2,584
| -8% | -$231K | 0.04% | 107 |
|
2019
Q1 | $2.36M | Sell |
31,408
-6,252
| -17% | -$469K | 0.04% | 111 |
|
2018
Q4 | $2.14M | Sell |
37,660
-458
| -1% | -$26K | 0.04% | 110 |
|
2018
Q3 | $2.2M | Buy |
38,118
+15,755
| +70% | +$908K | 0.03% | 120 |
|
2018
Q2 | $1.06M | Sell |
22,363
-4,937
| -18% | -$234K | 0.02% | 156 |
|
2018
Q1 | $999K | Buy |
27,300
+5,113
| +23% | +$187K | 0.02% | 162 |
|
2017
Q4 | $659K | Buy |
22,187
+9,739
| +78% | +$289K | 0.01% | 189 |
|
2017
Q3 | $329K | Buy |
+12,448
| New | +$329K | 0.01% | 234 |
|