BA
Bristlecone Advisors’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-860
| Closed | -$238K | – | 168 |
|
|
2019
Q4 | $238K | Buy |
860
+60
| +8% | +$16.6K | 0.05% | 184 |
|
|
2019
Q3 | $213K | Sell |
800
-60
| -7% | -$16K | 0.05% | 133 |
|
|
2019
Q2 | $213K | Sell |
860
-6,263
| -88% | -$1.55M | 0.05% | 174 |
|
|
2019
Q1 | $1.54M | Sell |
7,123
-3,233
| -31% | -$698K | 0.43% | 68 |
|
|
2018
Q4 | $2.26M | Sell |
10,356
-1,323
| -11% | -$288K | 0.68% | 40 |
|
|
2018
Q3 | $2.67M | Buy |
11,679
+4,650
| +66% | +$1.06M | 0.67% | 39 |
|
|
2018
Q2 | $1.62M | Sell |
7,029
-1,510
| -18% | -$348K | 0.54% | 48 |
|
|
2018
Q1 | $2.19M | Sell |
8,539
-3,681
| -30% | -$945K | 0.74% | 34 |
|
|
2017
Q4 | $2.7M | Sell |
12,220
-145
| -1% | -$32.1K | 0.86% | 33 |
|
|
2017
Q3 | $2.82M | Sell |
12,365
-90
| -0.7% | -$20.6K | 0.92% | 29 |
|
|
2017
Q2 | $3.17M | Buy |
12,455
+65
| +0.5% | +$16.5K | 1.08% | 19 |
|
|
2017
Q1 | $2.9M | Sell |
12,390
-1,360
| -10% | -$318K | 1.01% | 23 |
|
|
2016
Q4 | $2.98M | Sell |
13,750
-640
| -4% | -$139K | 1.06% | 23 |
|
|
2016
Q3 | $2.73M | Buy |
14,390
+235
| +2% | +$44.6K | 0.98% | 25 |
|
|
2016
Q2 | $2.59M | Buy |
14,155
+610
| +5% | +$111K | 0.95% | 33 |
|
|
2016
Q1 | $2.67M | Buy |
13,545
+1,560
| +13% | +$308K | 1.06% | 25 |
|
|
2015
Q4 | $2.19M | Buy |
+11,985
| New | +$2.19M | 0.93% | 29 |
|