Atlas Private Wealth Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $834K | Hold |
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|
2023
Q4 | $742K | Buy |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $341K | Hold |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $663K | Sell |
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|
2021
Q4 | $739K | Sell |
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|
2021
Q3 | $682K | Sell |
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|
2021
Q2 | $710K | Sell |
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|
2021
Q1 | $804K | Sell |
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|
2020
Q4 | $908K | Sell |
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|
2020
Q3 | $827K | Hold |
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|
2020
Q2 | $863K | Hold |
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|
2020
Q1 | $805K | Hold |
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|
2019
Q4 | $1.16M | Buy |
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