CSat Investment Advisory’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $80K | Buy |
321
+48
| +18% | +$12K | 0.07% | 108 |
|
|
2020
Q4 | $64K | Sell |
273
-646
| -70% | -$151K | 0.06% | 117 |
|
|
2020
Q3 | $182K | Sell |
919
-427
| -32% | -$84.6K | 0.02% | 293 |
|
|
2020
Q2 | $278K | Buy |
1,346
+1,107
| +463% | +$229K | 0.03% | 254 |
|
|
2020
Q1 | $46K | Buy |
239
+12
| +5% | +$2.31K | 0.01% | 544 |
|
|
2019
Q4 | $63K | Sell |
227
-9
| -4% | -$2.5K | 0.02% | 538 |
|
|
2019
Q3 | $63K | Buy |
236
+36
| +18% | +$9.61K | 0.02% | 424 |
|
|
2019
Q2 | $50K | Buy |
200
+48
| +32% | +$12K | 0.02% | 520 |
|
|
2019
Q1 | $33K | Buy |
152
+18
| +13% | +$3.91K | 0.02% | 206 |
|
|
2018
Q4 | $29K | Buy |
134
+24
| +22% | +$5.19K | 0.02% | 201 |
|
|
2018
Q3 | $25K | Buy |
110
+31
| +39% | +$7.05K | 0.01% | 189 |
|
|
2018
Q2 | $18K | Buy |
+79
| New | +$18K | 0.01% | 215 |
|