Advisor Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $937K | Sell |
3,343
-49
| -1% | -$13.7K | 0.07% | 306 |
|
|
2022
Q1 | $1.02M | Buy |
3,392
+26
| +0.8% | +$7.83K | 0.06% | 296 |
|
|
2021
Q4 | $923K | Buy |
3,366
+86
| +3% | +$23.6K | 0.06% | 325 |
|
|
2021
Q3 | $823K | Sell |
3,280
-144
| -4% | -$36.1K | 0.06% | 332 |
|
|
2021
Q2 | $863K | Sell |
3,424
-26
| -0.8% | -$6.55K | 0.06% | 325 |
|
|
2021
Q1 | $855K | Sell |
3,450
-191
| -5% | -$47.3K | 0.06% | 317 |
|
|
2020
Q4 | $852K | Sell |
3,641
-673
| -16% | -$157K | 0.06% | 288 |
|
|
2020
Q3 | $852K | Sell |
4,314
-300
| -7% | -$59.2K | 0.07% | 248 |
|
|
2020
Q2 | $951K | Buy |
4,614
+3,297
| +250% | +$680K | 0.09% | 206 |
|
|
2020
Q1 | $253K | Sell |
1,317
-203
| -13% | -$39K | 0.03% | 487 |
|
|
2019
Q4 | $419K | Buy |
1,520
+75
| +5% | +$20.7K | 0.04% | 382 |
|
|
2019
Q3 | $385K | Buy |
1,445
+54
| +4% | +$14.4K | 0.05% | 390 |
|
|
2019
Q2 | $344K | Sell |
1,391
-21
| -1% | -$5.19K | 0.04% | 416 |
|
|
2019
Q1 | $305K | Sell |
1,412
-291
| -17% | -$62.9K | 0.04% | 445 |
|
|
2018
Q4 | $371K | Buy |
1,703
+270
| +19% | +$58.8K | 0.06% | 352 |
|
|
2018
Q3 | $327K | Sell |
1,433
-152
| -10% | -$34.7K | 0.04% | 419 |
|
|
2018
Q2 | $365K | Buy |
1,585
+56
| +4% | +$12.9K | 0.06% | 360 |
|
|
2018
Q1 | $393K | Buy |
1,529
+63
| +4% | +$16.2K | 0.07% | 324 |
|
|
2017
Q4 | $329K | Buy |
1,466
+74
| +5% | +$16.6K | 0.06% | 376 |
|
|
2017
Q3 | $318K | Buy |
1,392
+24
| +2% | +$5.48K | 0.06% | 337 |
|
|
2017
Q2 | $348K | Buy |
1,368
+79
| +6% | +$20.1K | 0.08% | 304 |
|
|
2017
Q1 | $301K | Buy |
1,289
+24
| +2% | +$5.6K | 0.08% | 319 |
|
|
2016
Q4 | $274K | Buy |
1,265
+137
| +12% | +$29.7K | 0.08% | 293 |
|
|
2016
Q3 | $214K | Sell |
1,128
-156
| -12% | -$29.6K | 0.07% | 346 |
|
|
2016
Q2 | $235K | Buy |
1,284
+12
| +0.9% | +$2.2K | 0.08% | 302 |
|
|
2016
Q1 | $251K | Sell |
1,272
-157
| -11% | -$31K | 0.09% | 261 |
|
|
2015
Q4 | $262K | Buy |
1,429
+6
| +0.4% | +$1.1K | 0.09% | 233 |
|
|
2015
Q3 | $247K | Buy |
1,423
+222
| +18% | +$38.5K | 0.1% | 236 |
|
|
2015
Q2 | $209K | Hold |
1,201
| – | – | 0.08% | 304 |
|
|
2015
Q1 | $209K | Buy |
+1,201
| New | +$209K | 0.09% | 298 |
|