Alethea Capital Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,844
| Closed | -$1.6M | – | 84 |
|
|
2020
Q4 | $1.6M | Buy |
+6,844
| New | +$1.6M | 0.8% | 13 |
|
|
2019
Q3 | – | Sell |
-9,312
| Closed | -$2.3M | – | 87 |
|
|
2019
Q2 | $2.3M | Buy |
+9,312
| New | +$2.3M | 1.5% | 5 |
|
|
2018
Q4 | – | Sell |
-2,150
| Closed | -$491K | – | 70 |
|
|
2018
Q3 | $491K | Buy |
+2,150
| New | +$491K | 0.74% | 45 |
|
|
2018
Q2 | – | Sell |
-2,310
| Closed | -$593K | – | 72 |
|
|
2018
Q1 | $593K | Sell |
2,310
-1,028
| -31% | -$264K | 0.8% | 29 |
|
|
2017
Q4 | $739K | Buy |
+3,338
| New | +$739K | 1.18% | 25 |
|