MW
MBL Wealth’s EverQuote EVER Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Sell |
33,000
-2,765
| -8% | -$66.9K | 0.08% | 114 |
|
|
2025
Q1 | $937K | Hold |
35,765
| – | – | 0.09% | 102 |
|
|
2024
Q4 | $715K | Hold |
35,765
| – | – | 0.07% | 112 |
|
|
2024
Q3 | $754K | Hold |
35,765
| – | – | 0.08% | 110 |
|
|
2024
Q2 | $746K | Hold |
35,765
| – | – | 0.08% | 103 |
|
|
2024
Q1 | $664K | Buy |
+35,765
| New | +$664K | 0.08% | 109 |
|