Arkadios Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-903
| Closed | -$327K | – | 1120 |
|
|
2024
Q4 | $327K | Hold |
903
| – | – | 0.02% | 694 |
|
|
2024
Q3 | $354K | Buy |
903
+47
| +5% | +$18.4K | 0.02% | 653 |
|
|
2024
Q2 | $326K | Buy |
856
+296
| +53% | +$113K | 0.02% | 606 |
|
|
2024
Q1 | $223K | Buy |
+560
| New | +$223K | 0.02% | 628 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | -$192 | – | 995 |
|
|
2020
Q1 | $192 | Sell |
1
-7
| -88% | -$1.34K | ﹤0.01% | 1090 |
|
|
2019
Q4 | $2.33K | Buy |
+8
| New | +$2.33K | ﹤0.01% | 806 |
|