Disciplined Investments’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7
| Closed | -$2.39K | – | 528 |
|
|
2023
Q2 | $2.39K | Buy |
7
+1
| +17% | +$342 | ﹤0.01% | 595 |
|
|
2023
Q1 | $2.15K | Sell |
6
-1
| -14% | -$358 | ﹤0.01% | 636 |
|
|
2022
Q4 | $2.32K | Sell |
7
-1
| -13% | -$331 | ﹤0.01% | 577 |
|
|
2022
Q3 | $2K | Buy |
8
+1
| +14% | +$250 | ﹤0.01% | 617 |
|
|
2022
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 643 |
|
|
2022
Q1 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 674 |
|