Intersect Capital’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$227K	Sell	811 -25	-3%	-$7K	0.07%	296
2022 Q1	$252K	Buy	+836	New	+$252K	0.05%	355
2015 Q2	–	Sell	-42	Closed	-$8K	–	190
2015 Q1	$8K	Hold	42	–	–	0.01%	345
2014 Q4	$7K	Buy	+42	New	+$7K	0.01%	363