Concert Wealth Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-3,580
| Closed | -$661K | – | 678 |
|
|
2015
Q4 | $661K | Sell |
3,580
-80
| -2% | -$14.8K | 0.09% | 296 |
|
|
2015
Q3 | $629K | Buy |
3,660
+224
| +7% | +$38.5K | 0.09% | 294 |
|
|
2015
Q2 | $634K | Sell |
3,436
-255
| -7% | -$47.1K | 0.08% | 310 |
|
|
2015
Q1 | $569K | Sell |
3,691
-40
| -1% | -$6.17K | 0.16% | 179 |
|
|
2014
Q4 | $640K | Buy |
+3,731
| New | +$640K | 0.1% | 270 |
|