Foundations Investment Advisors’s Everest Group EG Stock Holding History

Foundations Investment Advisors’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$523K	Buy
2024 Q4	$239K	Buy
2024 Q3	$245K	Buy