GW Henssler & Associates’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-674
| Closed | -$230K | – | 229 |
|
|
2023
Q2 | $230K | Sell |
674
-220
| -25% | -$75.2K | 0.02% | 182 |
|
|
2023
Q1 | $320K | Sell |
894
-8
| -0.9% | -$2.86K | 0.02% | 155 |
|
|
2022
Q4 | $299K | Hold |
902
| – | – | 0.02% | 165 |
|
|
2022
Q3 | $237K | Sell |
902
-7
| -0.8% | -$1.84K | 0.02% | 185 |
|
|
2022
Q2 | $255K | Sell |
909
-401
| -31% | -$112K | 0.02% | 165 |
|
|
2022
Q1 | $395K | Buy |
1,310
+16
| +1% | +$4.82K | 0.02% | 151 |
|
|
2021
Q4 | $354K | Buy |
+1,294
| New | +$354K | 0.02% | 191 |
|
|
2021
Q3 | – | Sell |
-1,299
| Closed | -$327K | – | 144 |
|
|
2021
Q2 | $327K | Buy |
1,299
+37
| +3% | +$9.31K | 0.02% | 190 |
|
|
2021
Q1 | $313K | Buy |
1,262
+20
| +2% | +$4.96K | 0.02% | 178 |
|
|
2020
Q4 | $291K | Sell |
1,242
-88
| -7% | -$20.6K | 0.02% | 175 |
|
|
2020
Q3 | $263K | Buy |
1,330
+80
| +6% | +$15.8K | 0.02% | 161 |
|
|
2020
Q2 | $258K | Buy |
+1,250
| New | +$258K | 0.02% | 148 |
|
|
2015
Q3 | – | Sell |
-1,126
| Closed | -$205K | – | 168 |
|
|
2015
Q2 | $205K | Sell |
1,126
-170
| -13% | -$31K | 0.02% | 160 |
|
|
2015
Q1 | $226K | Buy |
1,296
+94
| +8% | +$16.4K | 0.03% | 158 |
|
|
2014
Q4 | $205K | Buy |
+1,202
| New | +$205K | 0.02% | 158 |
|