Carroll Financial Associates’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1691 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1812 |
|
|
2021
Q2 | – | Sell |
-3
| Closed | – | – | 1727 |
|
|
2021
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1653 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1405 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1418 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1433 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1399 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1448 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1292 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1220 |
|
|
2018
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1231 |
|
|
2015
Q3 | – | Sell |
-23
| Closed | -$4K | – | 1101 |
|
|
2015
Q2 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 885 |
|
|
2014
Q4 | – | Sell |
-126
| Closed | -$21K | – | 758 |
|
|
2014
Q3 | $21K | Hold |
126
| – | – | 0.01% | 441 |
|
|
2014
Q2 | $20K | Buy |
126
+68
| +117% | +$10.8K | 0.01% | 477 |
|
|
2014
Q1 | $9K | Buy |
+58
| New | +$9K | ﹤0.01% | 546 |
|