Guardian Capital’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,045
| Closed | -$404K | – | 216 |
|
|
2016
Q1 | $404K | Buy |
2,045
+247
| +14% | +$48.8K | 0.01% | 155 |
|
|
2015
Q4 | $329K | Buy |
+1,798
| New | +$329K | 0.01% | 168 |
|
|
2015
Q3 | – | Sell |
-2,203
| Closed | -$401K | – | 221 |
|
|
2015
Q2 | $401K | Hold |
2,203
| – | – | 0.01% | 166 |
|
|
2015
Q1 | $383K | Sell |
2,203
-546
| -20% | -$94.9K | 0.01% | 185 |
|
|
2014
Q4 | $468K | Buy |
+2,749
| New | +$468K | 0.01% | 180 |
|