Abound Wealth Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74K | Buy |
+11
| New | +$3.74K | ﹤0.01% | 642 |
|
|
2024
Q2 | – | Sell |
-1
| Closed | -$406 | – | 1208 |
|
|
2024
Q1 | $406 | Hold |
1
| – | – | ﹤0.01% | 983 |
|
|
2023
Q4 | $359 | Hold |
1
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q3 | $376 | Hold |
1
| – | – | ﹤0.01% | 913 |
|
|
2023
Q2 | $344 | Buy |
+1
| New | +$344 | ﹤0.01% | 993 |
|