Horan Securities’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 |
-9
| Closed | -$3.08K | – | 249 |
|
|
2023
Q2 | $3.08K | Hold |
9
| – | – | ﹤0.01% | 529 |
|
|
2023
Q1 | $3.22K | Hold |
9
| – | – | ﹤0.01% | 516 |
|
|
2022
Q4 | $2.98K | Hold |
9
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 535 |
|
|
2022
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 449 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 405 |
|
|
2021
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 367 |
|