Valeo Financial Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-29	Closed	-$4K	–	1938
2021 Q1	$4K	Sell	29 -21	-42%	-$2.95K	﹤0.01%	1656
2020 Q4	$7K	Hold	50	–	–	﹤0.01%	1301
2020 Q3	$6K	Hold	50	–	–	﹤0.01%	1225
2020 Q2	$7K	Hold	50	–	–	﹤0.01%	1423
2020 Q1	$5K	Sell	50 -72	-59%	-$7.07K	﹤0.01%	1324
2019 Q4	$10K	Hold	122	–	–	﹤0.01%	1122
2019 Q3	$8K	Hold	122	–	–	﹤0.01%	1099
2019 Q2	$11K	Sell	122 -4	-3%	-$316	﹤0.01%	1009
2019 Q1	$9K	Sell	126 -26	-17%	-$1.7K	﹤0.01%	1009
2018 Q4	$9K	Hold	152	–	–	﹤0.01%	924
2018 Q3	$8K	Hold	152	–	–	﹤0.01%	1061
2018 Q2	$8K	Hold	152	–	–	﹤0.01%	1031
2018 Q1	$6K	Sell	152 -15	-9%	-$502	﹤0.01%	1101
2017 Q4	$5K	Hold	167	–	–	﹤0.01%	1037
2017 Q3	$4K	Buy	+167	New	+$3.91K	﹤0.01%	931