CPWM LLC’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $442K | Sell |
1,686
-2,109
| -56% | -$553K | 0.04% | 208 |
|
|
2022
Q2 | $1.06M | Buy |
3,795
+2,112
| +125% | +$592K | 0.09% | 142 |
|
|
2022
Q1 | $507K | Sell |
1,683
-2,412
| -59% | -$727K | 0.04% | 215 |
|
|
2021
Q4 | $1.03M | Hold |
4,095
| – | – | 0.08% | 144 |
|
|
2021
Q3 | $1.03M | Buy |
4,095
+30
| +0.7% | +$7.52K | 0.09% | 116 |
|
|
2021
Q2 | $1.02M | Buy |
4,065
+852
| +27% | +$215K | 0.08% | 124 |
|
|
2021
Q1 | $796K | Buy |
+3,213
| New | +$796K | 0.07% | 168 |
|