Valmark Advisers’s Everbridge, Inc. Common Stock EVBG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,074
| Closed | -$766K | – | 417 |
|
|
2021
Q3 | $766K | Buy |
5,074
+127
| +3% | +$19.2K | 0.01% | 223 |
|
|
2021
Q2 | $673K | Buy |
4,947
+176
| +4% | +$23.9K | 0.01% | 240 |
|
|
2021
Q1 | $578K | Sell |
4,771
-1,832
| -28% | -$222K | 0.01% | 250 |
|
|
2020
Q4 | $984K | Buy |
6,603
+586
| +10% | +$87.3K | 0.02% | 169 |
|
|
2020
Q3 | $757K | Buy |
6,017
+1,817
| +43% | +$229K | 0.02% | 149 |
|
|
2020
Q2 | $581K | Buy |
+4,200
| New | +$581K | 0.01% | 156 |
|