Integrated Wealth Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-55
| Closed | -$10K | – | 435 |
|
|
2016
Q3 | $10K | Hold |
55
| – | – | ﹤0.01% | 754 |
|
|
2016
Q2 | $10K | Hold |
55
| – | – | ﹤0.01% | 754 |
|
|
2016
Q1 | $11K | Hold |
55
| – | – | ﹤0.01% | 679 |
|
|
2015
Q4 | $10K | Sell |
55
-27
| -33% | -$4.91K | ﹤0.01% | 759 |
|
|
2015
Q3 | $14K | Hold |
82
| – | – | 0.01% | 670 |
|
|
2015
Q2 | $15K | Hold |
82
| – | – | 0.01% | 683 |
|
|
2015
Q1 | $14K | Buy |
+82
| New | +$14K | 0.01% | 675 |
|