James Investment Research’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-4,800
| Closed | -$1.05M | – | 843 |
|
2018
Q4 | $1.05M | Buy |
+4,800
| New | +$1.05M | 0.07% | 330 |
|
2017
Q4 | – | Sell |
-7,881
| Closed | -$1.8M | – | 790 |
|
2017
Q3 | $1.8M | Buy |
7,881
+503
| +7% | +$115K | 0.06% | 314 |
|
2017
Q2 | $1.88M | Buy |
7,378
+5,377
| +269% | +$1.37M | 0.06% | 221 |
|
2017
Q1 | $468K | Buy |
+2,001
| New | +$468K | 0.01% | 338 |
|