Gerstein Fisher’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $603K | Buy |
3,175
+4
| +0.1% | +$760 | 0.07% | 223 |
|
|
2016
Q2 | $579K | Sell |
3,171
-224
| -7% | -$40.9K | 0.08% | 214 |
|
|
2016
Q1 | $670K | Sell |
3,395
-788
| -19% | -$156K | 0.09% | 185 |
|
|
2015
Q4 | $766K | Sell |
4,183
-477
| -10% | -$87.3K | 0.11% | 168 |
|
|
2015
Q3 | $808K | Buy |
4,660
+40
| +0.9% | +$6.94K | 0.12% | 154 |
|
|
2015
Q2 | $841K | Buy |
4,620
+768
| +20% | +$140K | 0.14% | 156 |
|
|
2015
Q1 | $670K | Buy |
3,852
+490
| +15% | +$85.2K | 0.11% | 182 |
|
|
2014
Q4 | $573K | Sell |
3,362
-28
| -0.8% | -$4.77K | 0.09% | 195 |
|
|
2014
Q3 | $549K | Buy |
3,390
+581
| +21% | +$94.1K | 0.1% | 193 |
|
|
2014
Q2 | $451K | Buy |
2,809
+223
| +9% | +$35.8K | 0.09% | 192 |
|
|
2014
Q1 | $396K | Sell |
2,586
-898
| -26% | -$138K | 0.08% | 204 |
|
|
2013
Q4 | $544K | Buy |
+3,484
| New | +$544K | 0.02% | 375 |
|