CVA Family Office’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 | $16K | Buy |
47
+6
| +15% | +$2.04K | ﹤0.01% | 735 |
|
|
2025
Q1 | $14.9K | Sell |
41
-4
| -9% | -$1.45K | ﹤0.01% | 733 |
|
|
2024
Q4 | $16.3K | Buy |
45
+14
| +45% | +$5.08K | ﹤0.01% | 713 |
|
|
2024
Q3 | $12.1K | Hold |
31
| – | – | ﹤0.01% | 728 |
|
|
2024
Q2 | $11.8K | Buy |
31
+1
| +3% | +$381 | ﹤0.01% | 715 |
|
|
2024
Q1 | $11.9K | Hold |
30
| – | – | ﹤0.01% | 723 |
|
|
2023
Q4 | $10.6K | Buy |
+30
| New | +$10.6K | ﹤0.01% | 716 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$10.3K | – | 442 |
|
|
2023
Q2 | $10.3K | Hold |
30
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $10.7K | Hold |
30
| – | – | ﹤0.01% | 682 |
|
|
2022
Q4 | $9.94K | Buy |
30
+5
| +20% | +$1.66K | ﹤0.01% | 661 |
|
|
2022
Q3 | $7K | Sell |
25
-5
| -17% | -$1.4K | ﹤0.01% | 673 |
|
|
2022
Q2 | $8K | Hold |
30
| – | – | ﹤0.01% | 672 |
|
|
2022
Q1 | $9K | Buy |
30
+5
| +20% | +$1.5K | ﹤0.01% | 694 |
|
|
2021
Q4 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 702 |
|
|
2021
Q3 | – | Sell |
-70
| Closed | -$18K | – | 511 |
|
|
2021
Q2 | $18K | Buy |
70
+35
| +100% | +$9K | 0.01% | 545 |
|
|
2021
Q1 | $9K | Buy |
+35
| New | +$9K | ﹤0.01% | 536 |
|