Gideon Capital Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,926
| Closed | -$476K | – | 320 |
|
|
2019
Q2 | $476K | Sell |
1,926
-892
| -32% | -$220K | 0.16% | 181 |
|
|
2019
Q1 | $609K | Buy |
2,818
+1,575
| +127% | +$340K | 0.22% | 124 |
|
|
2018
Q4 | $271K | Buy |
+1,243
| New | +$271K | 0.11% | 283 |
|
|
2017
Q4 | – | Sell |
-1,030
| Closed | -$235K | – | 321 |
|
|
2017
Q3 | $235K | Buy |
+1,030
| New | +$235K | 0.23% | 217 |
|
|
2017
Q1 | – | Sell |
-2,761
| Closed | -$598K | – | 427 |
|
|
2016
Q4 | $598K | Buy |
+2,761
| New | +$598K | 0.38% | 56 |
|
|
2015
Q4 | – | Sell |
-2,601
| Closed | -$451K | – | 215 |
|
|
2015
Q3 | $451K | Buy |
+2,601
| New | +$451K | 0.26% | 126 |
|
|
2015
Q2 | – | Sell |
-9,857
| Closed | -$1.72M | – | 257 |
|
|
2015
Q1 | $1.72M | Buy |
9,857
+2,344
| +31% | +$408K | 0.69% | 48 |
|
|
2014
Q4 | $1.28M | Buy |
+7,513
| New | +$1.28M | 0.6% | 55 |
|
|
2014
Q3 | – | Sell |
-1,298
| Closed | -$208K | – | 292 |
|
|
2014
Q2 | $208K | Sell |
1,298
-2,430
| -65% | -$389K | 0.08% | 229 |
|
|
2014
Q1 | $571K | Buy |
3,728
+1,620
| +77% | +$248K | 0.32% | 108 |
|
|
2013
Q4 | $329K | Buy |
+2,108
| New | +$329K | 0.2% | 136 |
|