Envestnet Portfolio Solutions
EG icon

Envestnet Portfolio Solutions’s Everest Group EG Stock Holding History

Envestnet Portfolio Solutions’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-561
Closed -$220K – 1743
2024
Q3 		$220K Sell
561
-193
-26% -$73.5K ﹤0.01% 1604
2024
Q2 		$287K Buy
754
+103
+16% +$38.9K ﹤0.01% 1405
2024
Q1 		$259K Buy
651
+6
+0.9% +$2.25K ﹤0.01% 1433
2023
Q4 		$228K Buy
+645
New +$250K ﹤0.01% 1441

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