Cornerstone Planning Group’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$20.8K	Buy	63 +3	+5%	+$989	﹤0.01%	412
2025 Q1	$21.4K	Buy	+60	New	+$21.4K	0.01%	399
2024 Q3	–	Sell	-2	Closed	-$713	–	1317
2024 Q2	$713	Sell	2 -1	-33%	-$357	﹤0.01%	1021
2024 Q1	$1.11K	Buy	+3	New	+$1.11K	﹤0.01%	761