180 Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,033
| Closed | -$374K | – | 410 |
|
|
2023
Q4 | $374K | Buy |
1,033
+23
| +2% | +$8.32K | 0.07% | 241 |
|
|
2023
Q3 | $375K | Buy |
+1,010
| New | +$375K | 0.08% | 225 |
|
|
2023
Q2 | – | Sell |
-1,021
| Closed | -$366K | – | 376 |
|
|
2023
Q1 | $366K | Buy |
+1,021
| New | +$366K | 0.09% | 229 |
|