Envestnet Portfolio Solutions’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 |
-561
| Closed | -$220K | – | 1743 |
|
|
2024
Q3 | $220K | Sell |
561
-193
| -26% | -$75.6K | ﹤0.01% | 1604 |
|
|
2024
Q2 | $287K | Buy |
754
+103
| +16% | +$39.3K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $259K | Buy |
651
+6
| +0.9% | +$2.38K | ﹤0.01% | 1433 |
|
|
2023
Q4 | $228K | Buy |
+645
| New | +$228K | ﹤0.01% | 1441 |
|