Occudo Quantitative Strategies’s EverQuote EVER Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-26,285
| Closed | -$554K | – | 757 |
|
2024
Q3 | $554K | Buy |
26,285
+3,387
| +15% | +$71.4K | 0.1% | 256 |
|
2024
Q2 | $478K | Buy |
22,898
+1,819
| +9% | +$37.9K | 0.08% | 308 |
|
2024
Q1 | $391K | Buy |
21,079
+117
| +0.6% | +$2.17K | 0.07% | 382 |
|
2023
Q4 | $257K | Buy |
+20,962
| New | +$257K | 0.03% | 576 |
|
2022
Q4 | – | Sell |
-15,006
| Closed | -$102K | – | 1091 |
|
2022
Q3 | $102K | Sell |
15,006
-9,106
| -38% | -$61.9K | 0.01% | 1038 |
|
2022
Q2 | $213K | Sell |
24,112
-3,521
| -13% | -$31.1K | 0.02% | 896 |
|
2022
Q1 | $447K | Sell |
27,633
-20,809
| -43% | -$337K | 0.04% | 691 |
|
2021
Q4 | $759K | Sell |
48,442
-1,386
| -3% | -$21.7K | 0.07% | 462 |
|
2021
Q3 | $928K | Buy |
+49,828
| New | +$928K | 0.11% | 312 |
|