Whitegate Investment Counselors’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 |
-1,900
| Closed | -$287K | – | 217 |
|
|
2021
Q3 | $287K | Hold |
1,900
| – | – | 0.04% | 194 |
|
|
2021
Q2 | $259K | Hold |
1,900
| – | – | 0.04% | 197 |
|
|
2021
Q1 | $230K | Sell |
1,900
-100
| -5% | -$12.1K | 0.04% | 200 |
|
|
2020
Q4 | $298K | Hold |
2,000
| – | – | 0.05% | 174 |
|
|
2020
Q3 | $251K | Hold |
2,000
| – | – | 0.05% | 178 |
|
|
2020
Q2 | $277K | Hold |
2,000
| – | – | 0.06% | 168 |
|
|
2020
Q1 | $213K | Buy |
+2,000
| New | +$213K | 0.05% | 164 |
|