Avion Wealth’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 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 1275 |
|
|
2025
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 842 |
|
|
2024
Q4 | $1K | Buy |
5
+3
| +150% | +$600 | ﹤0.01% | 839 |
|
|
2024
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1089 |
|
|
2024
Q2 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 1005 |
|
|
2024
Q1 | $1K | Sell |
1
-2
| -67% | -$2K | ﹤0.01% | 907 |
|
|
2023
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 761 |
|
|
2023
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 559 |
|
|
2023
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 589 |
|