Dynasty Wealth Management’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 | – | Sell |
-564
| Closed | -$205K | – | 233 |
|
|
2025
Q1 | $205K | Buy |
+564
| New | +$205K | ﹤0.01% | 247 |
|
|
2024
Q4 | – | Sell |
-539
| Closed | -$211K | – | 255 |
|
|
2024
Q3 | $211K | Sell |
539
-3
| -0.6% | -$1.18K | 0.01% | 222 |
|
|
2024
Q2 | $207K | Buy |
542
+15
| +3% | +$5.72K | 0.01% | 236 |
|
|
2024
Q1 | $209K | Buy |
+527
| New | +$209K | 0.01% | 249 |
|