Balasa Dinverno & Foltz’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,764
| Closed | -$348K | – | 179 |
|
|
2016
Q1 | $348K | Sell |
1,764
-21
| -1% | -$4.14K | 0.06% | 116 |
|
|
2015
Q4 | $327K | Sell |
1,785
-3,500
| -66% | -$641K | 0.05% | 143 |
|
|
2015
Q3 | $916K | Buy |
5,285
+2,104
| +66% | +$365K | 0.16% | 48 |
|
|
2015
Q2 | $579K | Buy |
+3,181
| New | +$579K | 0.09% | 74 |
|