J.M. Hartwell’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,200
| Closed | -$400K | – | 108 |
|
|
2015
Q2 | $400K | Hold |
2,200
| – | – | 0.09% | 86 |
|
|
2015
Q1 | $383K | Hold |
2,200
| – | – | 0.08% | 79 |
|
|
2014
Q4 | $375K | Hold |
2,200
| – | – | 0.09% | 82 |
|
|
2014
Q3 | $356K | Hold |
2,200
| – | – | 0.08% | 85 |
|
|
2014
Q2 | $353K | Hold |
2,200
| – | – | 0.07% | 90 |
|
|
2014
Q1 | $337K | Hold |
2,200
| – | – | 0.07% | 82 |
|
|
2013
Q4 | $343K | Hold |
2,200
| – | – | 0.07% | 83 |
|
|
2013
Q3 | $320K | Hold |
2,200
| – | – | 0.07% | 87 |
|
|
2013
Q2 | $282K | Buy |
+2,200
| New | +$282K | 0.07% | 82 |
|