Curi RMB Capital’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,500
| Closed | -$2.05M | – | 733 |
|
|
2019
Q1 | $2.05M | Sell |
9,500
-1,900
| -17% | -$410K | 0.05% | 307 |
|
|
2018
Q4 | $2.48M | Hold |
11,400
| – | – | 0.06% | 270 |
|
|
2018
Q3 | $2.61M | Buy |
11,400
+3,500
| +44% | +$800K | 0.06% | 294 |
|
|
2018
Q2 | $1.82M | Hold |
7,900
| – | – | 0.04% | 372 |
|
|
2018
Q1 | $2.03M | Sell |
7,900
-125
| -2% | -$32.1K | 0.05% | 356 |
|
|
2017
Q4 | $1.78M | Hold |
8,025
| – | – | 0.05% | 376 |
|
|
2017
Q3 | $1.83M | Hold |
8,025
| – | – | 0.05% | 338 |
|
|
2017
Q2 | $2.04M | Hold |
8,025
| – | – | 0.06% | 336 |
|
|
2017
Q1 | $1.88M | Buy |
8,025
+1,400
| +21% | +$327K | 0.08% | 200 |
|
|
2016
Q4 | $1.43M | Buy |
+6,625
| New | +$1.43M | 0.08% | 184 |
|