Constellation Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.99M | Hold |
11,500
| – | – | 0.22% | 53 |
|
|
2015
Q2 | $2.09M | Hold |
11,500
| – | – | 0.18% | 85 |
|
|
2015
Q1 | $2M | Hold |
11,500
| – | – | 0.18% | 89 |
|
|
2014
Q4 | $1.96M | Hold |
11,500
| – | – | 0.16% | 82 |
|
|
2014
Q3 | $1.86M | Hold |
11,500
| – | – | 0.17% | 84 |
|
|
2014
Q2 | $1.85M | Hold |
11,500
| – | – | 0.21% | 87 |
|
|
2014
Q1 | $1.76M | Hold |
11,500
| – | – | 0.17% | 106 |
|
|
2013
Q4 | $1.79M | Hold |
11,500
| – | – | 0.17% | 111 |
|
|
2013
Q3 | $1.67M | Hold |
11,500
| – | – | 0.19% | 106 |
|
|
2013
Q2 | $1.48M | Buy |
+11,500
| New | +$1.48M | 0.18% | 108 |
|