Advisory Services Network’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 |
-146
| Closed | -$51.6K | – | 2054 |
|
|
2023
Q4 | $51.6K | Sell |
146
-229
| -61% | -$81K | ﹤0.01% | 1990 |
|
|
2023
Q3 | $139K | Buy |
+375
| New | +$139K | ﹤0.01% | 1377 |
|
|
2023
Q2 | – | Sell |
-302
| Closed | -$108K | – | 2056 |
|
|
2023
Q1 | $108K | Sell |
302
-31
| -9% | -$11.1K | ﹤0.01% | 1607 |
|
|
2022
Q4 | $110K | Sell |
333
-539
| -62% | -$179K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $229K | Buy |
+872
| New | +$229K | 0.01% | 1145 |
|
|
2021
Q3 | – | Sell |
-280
| Closed | -$70K | – | 1902 |
|
|
2021
Q2 | $70K | Buy |
+280
| New | +$70K | ﹤0.01% | 1813 |
|
|
2021
Q1 | – | Sell |
-301
| Closed | -$71K | – | 1804 |
|
|
2020
Q4 | $71K | Buy |
301
+143
| +91% | +$33.7K | ﹤0.01% | 1496 |
|
|
2020
Q3 | $32K | Buy |
+158
| New | +$32K | ﹤0.01% | 1807 |
|
|
2020
Q2 | – | Sell |
-105
| Closed | -$20K | – | 1477 |
|
|
2020
Q1 | $20K | Sell |
105
-11
| -9% | -$2.1K | ﹤0.01% | 1856 |
|
|
2019
Q4 | $32K | Sell |
116
-90
| -44% | -$24.8K | ﹤0.01% | 1743 |
|
|
2019
Q3 | $51K | Hold |
206
| – | – | ﹤0.01% | 1351 |
|
|
2019
Q2 | $51K | Buy |
+206
| New | +$51K | ﹤0.01% | 1349 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2561 |
|
|
2018
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2389 |
|
|
2018
Q3 | – | Sell |
-107
| Closed | -$24K | – | 2529 |
|
|
2018
Q2 | $24K | Sell |
107
-49
| -31% | -$11K | ﹤0.01% | 1480 |
|
|
2018
Q1 | $40K | Buy |
156
+116
| +290% | +$29.7K | ﹤0.01% | 1402 |
|
|
2017
Q4 | $9K | Buy |
40
+7
| +21% | +$1.58K | ﹤0.01% | 1871 |
|
|
2017
Q3 | $8K | Hold |
33
| – | – | ﹤0.01% | 1689 |
|
|
2017
Q2 | $8K | Sell |
33
-17
| -34% | -$4.12K | ﹤0.01% | 1624 |
|
|
2017
Q1 | $12K | Buy |
+50
| New | +$12K | ﹤0.01% | 1403 |
|