GWS
Glassman Wealth Services’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-21
| Closed | -$7.52K | – | 1933 |
|
|
2023
Q1 | $7.52K | Hold |
21
| – | – | ﹤0.01% | 886 |
|
|
2022
Q4 | $6.96K | Hold |
21
| – | – | ﹤0.01% | 935 |
|
|
2022
Q3 | $6K | Buy |
21
+1
| +5% | +$286 | ﹤0.01% | 933 |
|
|
2022
Q2 | $6K | Buy |
20
+1
| +5% | +$300 | ﹤0.01% | 941 |
|
|
2022
Q1 | $6K | Hold |
19
| – | – | ﹤0.01% | 955 |
|
|
2021
Q4 | $5K | Buy |
19
+9
| +90% | +$2.37K | ﹤0.01% | 975 |
|
|
2021
Q3 | $3K | Buy |
10
+4
| +67% | +$1.2K | ﹤0.01% | 1070 |
|
|
2021
Q2 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1133 |
|
|
2020
Q2 | – | Sell |
-1
| Closed | – | – | 1305 |
|
|
2020
Q1 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 1234 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 897 |
|
|
2019
Q3 | $1K | Sell |
5
-1
| -17% | -$200 | ﹤0.01% | 819 |
|
|
2019
Q2 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 830 |
|
|
2019
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 787 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$3K | – | 829 |
|
|
2018
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 527 |
|
|
2018
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 492 |
|