HWMA
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Heritage Wealth Management (Arizona)’s Everest Group EG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$99.4K Buy
300
+150
+100% +$46.7K 0.01% 414
2022
Q3 		$39K Hold
150
– – 0.01% 436
2022
Q2 		$42K Sell
150
-1
-0.7% -$283 0.01% 448
2022
Q1 		$46K Buy
+151
New +$43.4K 0.01% 486
2021
Q3 		$38K Hold
150
– – 0.01% 484
2021
Q2 		$38K Hold
150
– – 0.01% 493
2021
Q1 		$37K Buy
+150
New +$35.7K 0.02% 421

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