Dynamic Advisor Solutions’s Everest Group EG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,803	Closed	-$1.83M	–	942
2024 Q2	$1.83M	Buy	4,803 +241	+5%	+$91.8K	0.06%	315
2024 Q1	$1.81M	Buy	4,562 +1,305	+40%	+$519K	0.06%	315
2023 Q4	$1.21M	Buy	+3,257	New	+$1.21M	0.05%	373