BFWM
Bright Futures Wealth Management’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $558K | Sell |
1,628
-2,850
| -64% | -$977K | 0.61% | 52 |
|
|
2024
Q4 | $1.57M | Sell |
4,478
-2,288
| -34% | -$804K | 1.4% | 22 |
|
|
2024
Q3 | $2.57M | Buy |
6,766
+101
| +2% | +$38.4K | 1.24% | 17 |
|
|
2024
Q2 | $2.43M | Buy |
6,665
+368
| +6% | +$134K | 1.32% | 18 |
|
|
2024
Q1 | $2.4M | Buy |
+6,297
| New | +$2.4M | 1.3% | 20 |
|