BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$825 | – | 928 |
|
|
2023
Q1 | $825 | Hold |
2
| – | – | ﹤0.01% | 924 |
|
|
2022
Q4 | $763 | Sell |
2
-5
| -71% | -$1.91K | ﹤0.01% | 911 |
|
|
2022
Q3 | $2K | Sell |
7
-6
| -46% | -$1.71K | ﹤0.01% | 798 |
|
|
2022
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 725 |
|
|
2022
Q1 | $4K | Hold |
13
| – | – | ﹤0.01% | 750 |
|
|
2021
Q4 | $4K | Hold |
13
| – | – | ﹤0.01% | 806 |
|
|
2021
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 814 |
|
|
2021
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 757 |
|
|
2021
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 728 |
|
|
2020
Q4 | $3K | Buy |
13
+2
| +18% | +$462 | ﹤0.01% | 726 |
|
|
2020
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 694 |
|
|
2020
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 743 |
|
|
2020
Q1 | $2K | Buy |
11
+4
| +57% | +$727 | ﹤0.01% | 729 |
|
|
2019
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 762 |
|