Crewe Advisors’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 | $9.52K | Buy |
+28
| New | +$9.52K | ﹤0.01% | 468 |
|
|
2024
Q4 | – | Sell |
-14
| Closed | -$5.49K | – | 695 |
|
|
2024
Q3 | $5.49K | Hold |
14
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $5.34K | Hold |
14
| – | – | ﹤0.01% | 786 |
|
|
2024
Q1 | $5.57K | Buy |
+14
| New | +$5.57K | ﹤0.01% | 710 |
|
|
2020
Q4 | – | Sell |
-7
| Closed | -$1K | – | 515 |
|
|
2020
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 577 |
|
|
2020
Q1 | – | Sell |
-13
| Closed | -$4K | – | 198 |
|
|
2019
Q4 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 196 |
|