Impact Partnership Wealth’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
1,159
+196
| +20% | +$66.6K | 0.07% | 174 |
|
|
2025
Q1 | $350K | Buy |
+963
| New | +$350K | 0.07% | 157 |
|
|
2024
Q4 | – | Sell |
-833
| Closed | -$326K | – | 303 |
|
|
2024
Q3 | $326K | Buy |
+833
| New | +$326K | 0.07% | 159 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$1.37K | – | 1060 |
|
|
2023
Q2 | $1.37K | Buy |
+4
| New | +$1.37K | ﹤0.01% | 747 |
|