DoubleLine ETF Adviser’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-665
| Closed | -$261K | – | 175 |
|
|
2024
Q3 | $261K | Sell |
665
-51
| -7% | -$20K | 0.06% | 184 |
|
|
2024
Q2 | $273K | Sell |
716
-29
| -4% | -$11.1K | 0.07% | 163 |
|
|
2024
Q1 | $296K | Hold |
745
| – | – | 0.08% | 179 |
|
|
2023
Q4 | $263K | Buy |
745
+77
| +12% | +$27.2K | 0.08% | 182 |
|
|
2023
Q3 | $248K | Buy |
668
+16
| +2% | +$5.95K | 0.09% | 148 |
|
|
2023
Q2 | $223K | Buy |
+652
| New | +$223K | 0.08% | 149 |
|