Evermay Wealth Management’s EastGroup Properties EGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-714
| Closed | -$133K | – | 589 |
|
|
2024
Q3 | $133K | Hold |
714
| – | – | 0.02% | 238 |
|
|
2024
Q2 | $121K | Hold |
714
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $128K | Hold |
714
| – | – | 0.02% | 247 |
|
|
2023
Q4 | $131K | Sell |
714
-905
| -56% | -$166K | 0.02% | 217 |
|
|
2023
Q3 | $270K | Sell |
1,619
-9,886
| -86% | -$1.65M | 0.06% | 142 |
|
|
2023
Q2 | $2M | Hold |
11,505
| – | – | 0.38% | 31 |
|
|
2023
Q1 | $1.9M | Buy |
11,505
+10,600
| +1,171% | +$1.75M | 0.38% | 33 |
|
|
2022
Q4 | $134K | Hold |
905
| – | – | 0.03% | 203 |
|
|
2022
Q3 | $131K | Hold |
905
| – | – | 0.03% | 195 |
|
|
2022
Q2 | $140K | Hold |
905
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $184K | Hold |
905
| – | – | 0.03% | 197 |
|
|
2021
Q4 | $206K | Hold |
905
| – | – | 0.04% | 168 |
|
|
2021
Q3 | $151K | Hold |
905
| – | – | 0.03% | 185 |
|
|
2021
Q2 | $149K | Buy |
+905
| New | +$149K | 0.03% | 195 |
|