Caitlin John’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$11.6K | – | 304 |
|
|
2024
Q4 | $11.6K | Hold |
32
| – | – | 0.01% | 442 |
|
|
2024
Q3 | $11.9K | Hold |
32
| – | – | 0.01% | 457 |
|
|
2024
Q2 | $12.1K | Hold |
32
| – | – | 0.01% | 424 |
|
|
2024
Q1 | $12.6K | Sell |
32
-2
| -6% | -$790 | 0.01% | 409 |
|
|
2023
Q4 | $11.9K | Buy |
+34
| New | +$11.9K | 0.01% | 413 |
|