B. Riley Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,497
| Closed | -$589K | – | 1183 |
|
|
2024
Q3 | $589K | Sell |
1,497
-921
| -38% | -$362K | 0.02% | 687 |
|
|
2024
Q2 | $921K | Buy |
+2,418
| New | +$921K | 0.02% | 568 |
|
|
2024
Q1 | – | Sell |
-2,040
| Closed | -$721K | – | 1462 |
|
|
2023
Q4 | $721K | Buy |
+2,040
| New | +$721K | 0.02% | 647 |
|
|
2019
Q4 | – | Sell |
-1,233
| Closed | -$329K | – | 858 |
|
|
2019
Q3 | $329K | Buy |
1,233
+137
| +13% | +$36.6K | 0.03% | 554 |
|
|
2019
Q2 | $272K | Buy |
+1,096
| New | +$272K | 0.03% | 608 |
|
|
2015
Q1 | – | Sell |
-2
| Closed | – | – | 953 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3682 |
|
|
2014
Q3 | – | Sell |
-2
| Closed | -$347 | – | 982 |
|
|
2014
Q2 | $347 | Buy |
+2
| New | +$347 | ﹤0.01% | 2362 |
|