Atwood & Palmer’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.14K | Buy |
+21
| New | +$7.14K | ﹤0.01% | 424 |
|
|
2025
Q1 | – | Sell |
-31
| Closed | -$11.2K | – | 458 |
|
|
2024
Q4 | $11.2K | Hold |
31
| – | – | ﹤0.01% | 331 |
|
|
2024
Q3 | $12.1K | Buy |
+31
| New | +$12.1K | ﹤0.01% | 324 |
|
|
2022
Q2 | – | Sell |
-59
| Closed | -$18K | – | 403 |
|
|
2022
Q1 | $18K | Hold |
59
| – | – | ﹤0.01% | 321 |
|
|
2021
Q4 | $16K | Hold |
59
| – | – | ﹤0.01% | 335 |
|
|
2021
Q3 | $15K | Hold |
59
| – | – | ﹤0.01% | 329 |
|
|
2021
Q2 | $15K | Hold |
59
| – | – | ﹤0.01% | 309 |
|
|
2021
Q1 | $15K | Buy |
+59
| New | +$15K | ﹤0.01% | 319 |
|