Archford Capital Strategies’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3
| Closed | -$1K | – | 570 |
|
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 623 |
|
|
2018
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 558 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | -$1K | – | 315 |
|
|
2017
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 644 |
|
|
2016
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 670 |
|
|
2016
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 658 |
|
|
2016
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 634 |
|
|
2016
Q1 | – | Sell |
-3
| Closed | -$1K | – | 294 |
|
|
2015
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 748 |
|
|
2015
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 620 |
|
|
2015
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 584 |
|
|
2015
Q1 | $522 | Hold |
3
| – | – | ﹤0.01% | 694 |
|
|
2014
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 605 |
|
|
2014
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 739 |
|
|
2014
Q2 | $481 | Hold |
3
| – | – | ﹤0.01% | 861 |
|
|
2014
Q1 | $459 | Buy |
+3
| New | +$459 | ﹤0.01% | 823 |
|