Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $41.9K | Buy |
110
+34
| +45% | +$13K | 0.01% | 433 |
|
|
2024
Q1 | $30.2K | Hold |
76
| – | – | 0.01% | 493 |
|
|
2023
Q4 | $26.9K | Sell |
76
-21
| -22% | -$7.43K | 0.01% | 503 |
|
|
2023
Q3 | $36.1K | Buy |
97
+93
| +2,325% | +$34.6K | 0.01% | 419 |
|
|
2023
Q2 | $1.37K | Hold |
4
| – | – | ﹤0.01% | 807 |
|
|
2023
Q1 | $1.44K | Sell |
4
-2
| -33% | -$719 | ﹤0.01% | 803 |
|
|
2022
Q4 | $2.1K | Hold |
6
| – | – | ﹤0.01% | 765 |
|
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 757 |
|
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 772 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 763 |
|
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 821 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 805 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 752 |
|
|
2021
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 795 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 722 |
|