Focused Wealth Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-500
| Closed | -$114K | – | 683 |
|
|
2018
Q3 | $114K | Hold |
500
| – | – | 0.04% | 214 |
|
|
2018
Q2 | $115K | Hold |
500
| – | – | 0.04% | 210 |
|
|
2018
Q1 | $128K | Hold |
500
| – | – | 0.04% | 218 |
|
|
2017
Q4 | $111K | Buy |
+500
| New | +$111K | 0.04% | 221 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$127K | – | 653 |
|
|
2017
Q2 | $127K | Hold |
500
| – | – | 0.05% | 196 |
|
|
2017
Q1 | $117K | Sell |
500
-650
| -57% | -$152K | 0.05% | 203 |
|
|
2016
Q4 | $249K | Hold |
1,150
| – | – | 0.11% | 116 |
|
|
2016
Q3 | $218K | Hold |
1,150
| – | – | 0.1% | 129 |
|
|
2016
Q2 | $210K | Buy |
+1,150
| New | +$210K | 0.1% | 131 |
|