Americana Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,597
| Closed | -$3.81M | – | 354 |
|
|
2024
Q1 | $3.81M | Buy |
9,597
+581
| +6% | +$231K | 0.32% | 86 |
|
|
2023
Q4 | $3.18M | Buy |
9,016
+284
| +3% | +$100K | 0.3% | 87 |
|
|
2023
Q3 | $3.27M | Buy |
8,732
+3,438
| +65% | +$1.29M | 0.35% | 74 |
|
|
2023
Q2 | $1.81M | Sell |
5,294
-228
| -4% | -$77.9K | 0.23% | 100 |
|
|
2023
Q1 | $1.98M | Buy |
5,522
+100
| +2% | +$35.8K | 0.31% | 87 |
|
|
2022
Q4 | $1.23M | Buy |
5,422
+3,053
| +129% | +$693K | 0.21% | 106 |
|
|
2022
Q3 | $621K | Sell |
2,369
-98
| -4% | -$25.7K | 0.11% | 143 |
|
|
2022
Q2 | $687K | Buy |
+2,467
| New | +$687K | 0.12% | 133 |
|