Addison Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-212
| Closed | -$56K | – | 794 |
|
|
2022
Q3 | $56K | Hold |
212
| – | – | 0.03% | 249 |
|
|
2022
Q2 | $59K | Hold |
212
| – | – | 0.04% | 241 |
|
|
2022
Q1 | $64K | Hold |
212
| – | – | 0.04% | 249 |
|
|
2021
Q4 | $58K | Hold |
212
| – | – | 0.04% | 229 |
|
|
2021
Q3 | $53K | Hold |
212
| – | – | 0.04% | 175 |
|
|
2021
Q2 | $53K | Buy |
+212
| New | +$53K | 0.04% | 181 |
|
|
2020
Q4 | $50K | Buy |
+212
| New | +$50K | 0.05% | 177 |
|