Berman Capital Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 1372 |
|
|
2021
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 1283 |
|
|
2021
Q1 | $6K | Buy |
25
+11
| +79% | +$2.64K | ﹤0.01% | 1201 |
|
|
2020
Q4 | $3K | Buy |
14
+9
| +180% | +$1.93K | ﹤0.01% | 1285 |
|
|
2020
Q3 | $0 | Sell |
5
-60
| -92% | – | ﹤0.01% | 1636 |
|
|
2020
Q2 | $13K | Buy |
65
+59
| +983% | +$11.8K | ﹤0.01% | 666 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1314 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1316 |
|