Cetera Advisor Networks’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $866K | Buy |
2,178
+214
| +11% | +$85.1K | ﹤0.01% | 1563 |
|
|
2023
Q4 | $694K | Buy |
1,964
+764
| +64% | +$270K | ﹤0.01% | 1628 |
|
|
2023
Q3 | $446K | Buy |
1,200
+397
| +49% | +$148K | ﹤0.01% | 1853 |
|
|
2023
Q2 | $275K | Sell |
803
-45
| -5% | -$15.4K | ﹤0.01% | 2148 |
|
|
2023
Q1 | $304K | Buy |
848
+21
| +3% | +$7.52K | ﹤0.01% | 2047 |
|
|
2022
Q4 | $274K | Buy |
+827
| New | +$274K | ﹤0.01% | 2061 |
|
|
2020
Q3 | – | Sell |
-118
| Closed | -$24K | – | 1704 |
|
|
2020
Q2 | $24K | Buy |
+118
| New | +$24K | ﹤0.01% | 2288 |
|