CWA
Canvas Wealth Advisors’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,717
| Closed | -$483K | – | 148 |
|
|
2022
Q3 | $483K | Sell |
1,717
-5
| -0.3% | -$1.41K | 0.21% | 73 |
|
|
2022
Q2 | $483K | Sell |
1,722
-2,214
| -56% | -$621K | 0.19% | 74 |
|
|
2022
Q1 | $1.1M | Buy |
3,936
+821
| +26% | +$229K | 0.4% | 61 |
|
|
2021
Q4 | $853K | Sell |
3,115
-1,271
| -29% | -$348K | 0.31% | 67 |
|
|
2021
Q3 | $1.1M | Buy |
4,386
+428
| +11% | +$107K | 0.45% | 52 |
|
|
2021
Q2 | $998K | Buy |
3,958
+187
| +5% | +$47.2K | 0.45% | 53 |
|
|
2021
Q1 | $962K | Buy |
+3,771
| New | +$962K | 0.56% | 49 |
|