Bogart Wealth LLC’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$680 Buy
+2
New +$680 ﹤0.01% 1274
2025
Q1
Sell
-3
Closed -$1.09K 1436
2024
Q4
$1.09K Buy
+3
New +$1.09K ﹤0.01% 1185