Heritage Wealth Management (Arizona)’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $99.4K | Buy |
300
+150
| +100% | +$49.7K | 0.01% | 414 |
|
|
2022
Q3 | $39K | Hold |
150
| – | – | 0.01% | 436 |
|
|
2022
Q2 | $42K | Sell |
150
-1
| -0.7% | -$280 | 0.01% | 448 |
|
|
2022
Q1 | $46K | Buy |
+151
| New | +$46K | 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 | +$37K | 0.02% | 421 |
|