Gofen & Glossberg’s Everest Group EG Stock Holding History

Gofen & Glossberg’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$381K	Hold	1,150	–	–	0.01%	390
2022 Q3	$302K	Sell	1,150 -50	-4%	-$13.1K	0.01%	406
2022 Q2	$336K	Hold	1,200	–	–	0.01%	397
2022 Q1	$362K	Hold	1,200	–	–	0.01%	404
2021 Q4	$329K	Hold	1,200	–	–	0.01%	431
2021 Q3	$301K	Hold	1,200	–	–	0.01%	440
2021 Q2	$302K	Hold	1,200	–	–	0.01%	431
2021 Q1	$297K	Hold	1,200	–	–	0.01%	414
2020 Q4	$281K	Hold	1,200	–	–	0.01%	409
2020 Q3	$237K	Hold	1,200	–	–	0.01%	408
2020 Q2	$247K	Sell	1,200 -31	-3%	-$6.38K	0.01%	383
2020 Q1	$237K	Hold	1,231	–	–	0.01%	369
2019 Q4	$341K	Buy	1,231 +31	+3%	+$8.59K	0.01%	352
2019 Q3	$319K	Hold	1,200	–	–	0.01%	351
2019 Q2	$297K	Sell	1,200 -100	-8%	-$24.8K	0.01%	358
2019 Q1	$281K	Sell	1,300 -250	-16%	-$54K	0.01%	359
2018 Q4	$338K	Sell	1,550 -200	-11%	-$43.6K	0.01%	315
2018 Q3	$400K	Hold	1,750	–	–	0.01%	316
2018 Q2	$403K	Sell	1,750 -200	-10%	-$46.1K	0.01%	310
2018 Q1	$501K	Hold	1,950	–	–	0.02%	280
2017 Q4	$431K	Hold	1,950	–	–	0.02%	324
2017 Q3	$445K	Hold	1,950	–	–	0.02%	313
2017 Q2	$496K	Hold	1,950	–	–	0.02%	289
2017 Q1	$456K	Hold	1,950	–	–	0.02%	300
2016 Q4	$422K	Hold	1,950	–	–	0.02%	299
2016 Q3	$370K	Hold	1,950	–	–	0.02%	315
2016 Q2	$356K	Hold	1,950	–	–	0.01%	319
2016 Q1	$385K	Sell	1,950 -37	-2%	-$7.31K	0.02%	310
2015 Q4	$364K	Hold	1,987	–	–	0.02%	312
2015 Q3	$344K	Hold	1,987	–	–	0.02%	315
2015 Q2	$362K	Hold	1,987	–	–	0.02%	317
2015 Q1	$346K	Hold	1,987	–	–	0.01%	330
2014 Q4	$338K	Hold	1,987	–	–	0.01%	326
2014 Q3	$322K	Hold	1,987	–	–	0.01%	328
2014 Q2	$319K	Hold	1,987	–	–	0.01%	338
2014 Q1	$297K	Hold	1,987	–	–	0.01%	340
2013 Q4	$310K	Hold	1,987	–	–	0.01%	332
2013 Q3	$289K	Hold	1,987	–	–	0.01%	330
2013 Q2	$255K	Buy	+1,987	New	+$255K	0.01%	335