Aviance Capital Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,550
| Closed | -$1.19M | – | 283 |
|
|
2022
Q3 | $1.19M | Sell |
4,550
-89
| -2% | -$23.4K | 0.3% | 101 |
|
|
2022
Q2 | $1.3M | Buy |
4,639
+171
| +4% | +$47.9K | 0.29% | 101 |
|
|
2022
Q1 | $1.35M | Sell |
4,468
-216
| -5% | -$65.1K | 0.25% | 118 |
|
|
2021
Q4 | $1.28M | Sell |
4,684
-600
| -11% | -$164K | 0.21% | 118 |
|
|
2021
Q3 | $1.33M | Sell |
5,284
-227
| -4% | -$56.9K | 0.23% | 120 |
|
|
2021
Q2 | $1.39M | Sell |
5,511
-52
| -0.9% | -$13.1K | 0.24% | 114 |
|
|
2021
Q1 | $1.38M | Buy |
5,563
+2,966
| +114% | +$735K | 0.27% | 102 |
|
|
2020
Q4 | $608K | Sell |
2,597
-69
| -3% | -$16.2K | 0.12% | 167 |
|
|
2020
Q3 | $527K | Buy |
2,666
+169
| +7% | +$33.4K | 0.12% | 165 |
|
|
2020
Q2 | $515K | Buy |
+2,497
| New | +$515K | 0.13% | 162 |
|