Contravisory Investment Management’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 | – | Sell |
-1,978
| Closed | -$699K | – | 361 |
|
|
2023
Q4 | $699K | Buy |
1,978
+31
| +2% | +$11K | 0.17% | 78 |
|
|
2023
Q3 | $724K | Buy |
1,947
+3
| +0.2% | +$1.12K | 0.2% | 54 |
|
|
2023
Q2 | $665K | Buy |
1,944
+25
| +1% | +$8.55K | 0.18% | 69 |
|
|
2023
Q1 | $687K | Buy |
1,919
+20
| +1% | +$7.16K | 0.19% | 61 |
|
|
2022
Q4 | $629K | Buy |
1,899
+1,671
| +733% | +$554K | 0.17% | 65 |
|
|
2022
Q3 | $60K | Buy |
+228
| New | +$60K | 0.02% | 237 |
|
|
2020
Q2 | – | Sell |
-1,417
| Closed | -$273K | – | 274 |
|
|
2020
Q1 | $273K | Buy |
1,417
+93
| +7% | +$17.9K | 0.12% | 92 |
|
|
2019
Q4 | $367K | Buy |
1,324
+34
| +3% | +$9.42K | 0.13% | 98 |
|
|
2019
Q3 | $343K | Sell |
1,290
-13
| -1% | -$3.46K | 0.13% | 96 |
|
|
2019
Q2 | $322K | Sell |
1,303
-271
| -17% | -$67K | 0.12% | 112 |
|
|
2019
Q1 | $340K | Buy |
+1,574
| New | +$340K | 0.13% | 103 |
|