First Trust Direct Indexing’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $964K | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $929K | Buy |
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|
2022
Q3 | $700K | Buy |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $751K | Hold |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $124K | Buy |
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