Ellevest Inc’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-92
| Closed | -$32.9K | – | 722 |
|
|
2023
Q1 | $32.9K | Buy |
92
+39
| +74% | +$14K | ﹤0.01% | 715 |
|
|
2022
Q4 | $17.6K | Buy |
53
+33
| +165% | +$10.9K | ﹤0.01% | 883 |
|
|
2022
Q3 | $5K | Buy |
20
+19
| +1,900% | +$4.75K | ﹤0.01% | 1170 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1468 |
|
|
2020
Q4 | – | Sell |
-5
| Closed | -$1K | – | 1232 |
|
|
2020
Q3 | $1K | Sell |
5
-14
| -74% | -$2.8K | ﹤0.01% | 994 |
|
|
2020
Q2 | $4K | Buy |
19
+14
| +280% | +$2.95K | ﹤0.01% | 778 |
|
|
2020
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 870 |
|