SWM
EVBG
Selective Wealth Management’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 |
-125,222
| Closed | -$4.37M | – | 107 |
|
|
2024
Q1 | $4.37M | Sell |
125,222
-5,851
| -4% | -$204K | 1.9% | 13 |
|
|
2023
Q4 | $2.85M | Sell |
131,073
-17,110
| -12% | -$372K | 1.44% | 17 |
|
|
2023
Q3 | $3.29M | Sell |
148,183
-11,505
| -7% | -$255K | 1.81% | 16 |
|
|
2023
Q2 | $4.33M | Buy |
+159,688
| New | +$4.33M | 2.16% | 14 |
|
|
2022
Q4 | $5.01M | Sell |
168,021
-30,921
| -16% | -$922K | 2.64% | 9 |
|
|
2022
Q3 | $6.14M | Buy |
198,942
+418
| +0.2% | +$12.9K | 2.63% | 11 |
|
|
2022
Q2 | $5.54M | Sell |
198,524
-1,521
| -0.8% | -$42.4K | 1.97% | 16 |
|
|
2022
Q1 | $8.73M | Buy |
+200,045
| New | +$8.73M | 3.16% | 11 |
|