COPM
Charter Oak Partners Management’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $2.63M | Sell |
16,249
-8,000
| -33% | -$1.3M | 1.98% | 21 |
|
|
2014
Q2 | $3.89M | Sell |
24,249
-15,000
| -38% | -$2.41M | 2.11% | 16 |
|
|
2014
Q1 | $6.01M | Hold |
39,249
| – | – | 4.32% | 10 |
|
|
2013
Q4 | $6.12M | Sell |
39,249
-40,109
| -51% | -$6.25M | 4.33% | 7 |
|
|
2013
Q3 | $11.5M | Sell |
79,358
-16,000
| -17% | -$2.33M | 9.09% | 2 |
|
|
2013
Q2 | $12.2M | Buy |
+95,358
| New | +$12.2M | 9.83% | 2 |
|