Avior Wealth Management’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 |
-257
| Closed | -$93.2K | – | 1196 |
|
|
2024
Q4 | $93.2K | Buy |
257
+47
| +22% | +$17K | ﹤0.01% | 921 |
|
|
2024
Q3 | $82.3K | Sell |
210
-27
| -11% | -$10.6K | ﹤0.01% | 941 |
|
|
2024
Q2 | $90.3K | Sell |
237
-103
| -30% | -$39.2K | ﹤0.01% | 894 |
|
|
2024
Q1 | $135K | Buy |
340
+270
| +386% | +$107K | 0.01% | 835 |
|
|
2023
Q4 | $24.8K | Buy |
+70
| New | +$24.8K | ﹤0.01% | 851 |
|
|
2023
Q2 | – | Sell |
-1,191
| Closed | -$426K | – | 1595 |
|
|
2023
Q1 | $426K | Buy |
+1,191
| New | +$426K | 0.03% | 392 |
|