D.L. Carlson Investment Group’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,865
| Closed | -$1M | – | 145 |
|
|
2020
Q2 | $1M | Buy |
4,865
+11
| +0.2% | +$2.27K | 0.3% | 80 |
|
|
2020
Q1 | $934K | Sell |
4,854
-385
| -7% | -$74.1K | 0.35% | 79 |
|
|
2019
Q4 | $1.45M | Sell |
5,239
-4
| -0.1% | -$1.11K | 0.42% | 78 |
|
|
2019
Q3 | $1.4M | Buy |
5,243
+273
| +5% | +$72.6K | 0.44% | 73 |
|
|
2019
Q2 | $1.23M | Buy |
+4,970
| New | +$1.23M | 0.38% | 78 |
|