Holistic Financial Partners’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-38	Closed	-$10K	–	136
2018 Q1	$10K	Buy	38 +30	+375%	+$7.9K	0.01%	316
2017 Q4	$2K	Buy	+8	New	+$2K	﹤0.01%	425