Inspire Investing’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,448
| Closed | -$518K | – | 802 |
|
2023
Q1 | $518K | Sell |
1,448
-1,226
| -46% | -$439K | 0.07% | 228 |
|
2022
Q4 | $886K | Sell |
2,674
-473
| -15% | -$157K | 0.11% | 166 |
|
2022
Q3 | $826K | Sell |
3,147
-3,355
| -52% | -$881K | 0.12% | 146 |
|
2022
Q2 | $1.82M | Buy |
6,502
+3,173
| +95% | +$889K | 0.24% | 92 |
|
2022
Q1 | $1M | Sell |
3,329
-17
| -0.5% | -$5.12K | 0.12% | 164 |
|
2021
Q4 | $916K | Buy |
3,346
+295
| +10% | +$80.8K | 0.11% | 173 |
|
2021
Q3 | $765K | Buy |
3,051
+687
| +29% | +$172K | 0.1% | 198 |
|
2021
Q2 | $596K | Buy |
2,364
+795
| +51% | +$200K | 0.08% | 260 |
|
2021
Q1 | $389K | Buy |
+1,569
| New | +$389K | 0.06% | 422 |
|
2020
Q2 | – | Sell |
-170
| Closed | -$33K | – | 580 |
|
2020
Q1 | $33K | Buy |
+170
| New | +$33K | 0.01% | 605 |
|
2018
Q1 | – | Sell |
-232
| Closed | -$51K | – | 343 |
|
2017
Q4 | $51K | Buy |
+232
| New | +$51K | 0.04% | 731 |
|