FDx Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-795
| Closed | -$281K | – | 439 |
|
|
2023
Q4 | $281K | Buy |
+795
| New | +$281K | 0.02% | 540 |
|
|
2018
Q2 | – | Sell |
-2,235
| Closed | -$574K | – | 912 |
|
|
2018
Q1 | $574K | Buy |
2,235
+452
| +25% | +$116K | 0.02% | 690 |
|
|
2017
Q4 | $395K | Buy |
+1,783
| New | +$395K | 0.01% | 898 |
|