Hillsdale Investment Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,480
| Closed | -$523K | – | 611 |
|
|
2023
Q4 | $523K | Hold |
1,480
| – | – | 0.04% | 290 |
|
|
2023
Q3 | $550K | Buy |
1,480
+250
| +20% | +$92.9K | 0.05% | 238 |
|
|
2023
Q2 | $420K | Sell |
1,230
-10
| -0.8% | -$3.42K | 0.04% | 283 |
|
|
2023
Q1 | $444K | Sell |
1,240
-300
| -19% | -$107K | 0.04% | 340 |
|
|
2022
Q4 | $510K | Sell |
1,540
-510
| -25% | -$169K | 0.04% | 332 |
|
|
2022
Q3 | $538K | Hold |
2,050
| – | – | 0.05% | 306 |
|
|
2022
Q2 | $574K | Buy |
2,050
+100
| +5% | +$28K | 0.05% | 291 |
|
|
2022
Q1 | $588K | Buy |
+1,950
| New | +$588K | 0.04% | 347 |
|
|
2018
Q2 | – | Sell |
-240
| Closed | -$62K | – | 511 |
|
|
2018
Q1 | $62K | Hold |
240
| – | – | 0.01% | 300 |
|
|
2017
Q4 | $53K | Hold |
240
| – | – | 0.01% | 315 |
|
|
2017
Q3 | $55K | Sell |
240
-990
| -80% | -$227K | 0.01% | 314 |
|
|
2017
Q2 | $314K | Buy |
+1,230
| New | +$314K | 0.06% | 241 |
|