Burney Company’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-545
| Closed | -$214K | – | 596 |
|
|
2024
Q3 | $214K | Hold |
545
| – | – | 0.01% | 582 |
|
|
2024
Q2 | $208K | Buy |
+545
| New | +$208K | 0.01% | 574 |
|
|
2017
Q4 | – | Sell |
-2,530
| Closed | -$564K | – | 440 |
|
|
2017
Q3 | $564K | Sell |
2,530
-40
| -2% | -$8.92K | 0.04% | 272 |
|
|
2017
Q2 | $656K | Buy |
2,570
+225
| +10% | +$57.4K | 0.04% | 255 |
|
|
2017
Q1 | $548K | Buy |
2,345
+45
| +2% | +$10.5K | 0.04% | 261 |
|
|
2016
Q4 | $498K | Buy |
+2,300
| New | +$498K | 0.03% | 264 |
|