IAG Wealth Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-208
| Closed | -$69K | – | 462 |
|
|
2022
Q4 | $69K | Buy |
208
+1
| +0.5% | +$332 | 0.02% | 120 |
|
|
2022
Q3 | $54K | Buy |
207
+1
| +0.5% | +$261 | 0.02% | 119 |
|
|
2022
Q2 | $58K | Buy |
206
+1
| +0.5% | +$282 | 0.02% | 116 |
|
|
2022
Q1 | $62K | Buy |
205
+1
| +0.5% | +$302 | 0.02% | 122 |
|
|
2021
Q4 | $56K | Buy |
204
+1
| +0.5% | +$275 | 0.02% | 128 |
|
|
2021
Q3 | $51K | Buy |
203
+1
| +0.5% | +$251 | 0.02% | 122 |
|
|
2021
Q2 | $51K | Buy |
202
+2
| +1% | +$505 | 0.02% | 119 |
|
|
2021
Q1 | $50K | Buy |
+200
| New | +$50K | 0.02% | 111 |
|