Institutional & Family Asset Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $12.2K | Buy |
32
+6
| +23% | +$2.29K | ﹤0.01% | 391 |
|
|
2024
Q1 | $10.3K | Sell |
26
-1
| -4% | -$398 | ﹤0.01% | 406 |
|
|
2023
Q4 | $9.55K | Hold |
27
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $10K | Buy |
+27
| New | +$10K | ﹤0.01% | 376 |
|
|
2023
Q1 | – | Sell |
-181
| Closed | -$60K | – | 732 |
|
|
2022
Q4 | $60K | Sell |
181
-40
| -18% | -$13.3K | 0.01% | 208 |
|
|
2022
Q3 | $58K | Hold |
221
| – | – | 0.01% | 208 |
|
|
2022
Q2 | $62K | Hold |
221
| – | – | 0.01% | 209 |
|
|
2022
Q1 | $67K | Sell |
221
-41
| -16% | -$12.4K | 0.01% | 226 |
|
|
2021
Q4 | $72K | Hold |
262
| – | – | 0.01% | 233 |
|
|
2021
Q3 | $66K | Sell |
262
-50
| -16% | -$12.6K | 0.01% | 288 |
|
|
2021
Q2 | $79K | Sell |
312
-110
| -26% | -$27.9K | 0.01% | 272 |
|
|
2021
Q1 | $105K | Buy |
+422
| New | +$105K | 0.02% | 261 |
|