JFGIW
Johnson Financial Group Inc (Wisconsin)’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,250
| Closed | -$333K | – | 535 |
|
|
2019
Q3 | $333K | Sell |
1,250
-157
| -11% | -$41.8K | 0.03% | 194 |
|
|
2019
Q2 | $348K | Sell |
1,407
-4,914
| -78% | -$1.22M | 0.03% | 193 |
|
|
2019
Q1 | $1.37M | Buy |
6,321
+347
| +6% | +$74.9K | 0.12% | 103 |
|
|
2018
Q4 | $1.3M | Sell |
5,974
-1,342
| -18% | -$292K | 0.13% | 105 |
|
|
2018
Q3 | $1.67M | Buy |
7,316
+44
| +0.6% | +$10.1K | 0.17% | 95 |
|
|
2018
Q2 | $1.68M | Buy |
7,272
+754
| +12% | +$174K | 0.18% | 89 |
|
|
2018
Q1 | $1.67M | Buy |
6,518
+1,154
| +22% | +$296K | 0.2% | 90 |
|
|
2017
Q4 | $1.19M | Sell |
5,364
-723
| -12% | -$160K | 0.15% | 112 |
|
|
2017
Q3 | $1.39M | Sell |
6,087
-556
| -8% | -$127K | 0.18% | 94 |
|
|
2017
Q2 | $1.69M | Buy |
6,643
+795
| +14% | +$202K | 0.24% | 84 |
|
|
2017
Q1 | $1.37M | Sell |
5,848
-213
| -4% | -$49.8K | 0.17% | 123 |
|
|
2016
Q4 | $1.31M | Sell |
6,061
-202
| -3% | -$43.7K | 0.18% | 123 |
|
|
2016
Q3 | $1.19M | Sell |
6,263
-402
| -6% | -$76.4K | 0.16% | 127 |
|
|
2016
Q2 | $1.22M | Buy |
6,665
+1,387
| +26% | +$253K | 0.17% | 121 |
|
|
2016
Q1 | $1.04M | Sell |
5,278
-344
| -6% | -$67.9K | 0.21% | 108 |
|
|
2015
Q4 | $1.03M | Sell |
5,622
-9
| -0.2% | -$1.65K | 0.21% | 105 |
|
|
2015
Q3 | $976K | Sell |
5,631
-933
| -14% | -$162K | 0.21% | 110 |
|
|
2015
Q2 | $1.2M | Buy |
6,564
+630
| +11% | +$115K | 0.25% | 98 |
|
|
2015
Q1 | $1.03M | Buy |
5,934
+5,139
| +646% | +$895K | 0.22% | 102 |
|
|
2014
Q4 | $135K | Buy |
795
+70
| +10% | +$11.9K | 0.03% | 310 |
|
|
2014
Q3 | $118K | Sell |
725
-105
| -13% | -$17.1K | 0.03% | 298 |
|
|
2014
Q2 | $133K | Buy |
830
+505
| +155% | +$80.9K | 0.04% | 293 |
|
|
2014
Q1 | $50K | Sell |
325
-45
| -12% | -$6.92K | 0.01% | 379 |
|
|
2013
Q4 | $58K | Sell |
370
-355
| -49% | -$55.6K | 0.02% | 347 |
|
|
2013
Q3 | $105K | Hold |
725
| – | – | 0.03% | 295 |
|
|
2013
Q2 | $93K | Buy |
+725
| New | +$93K | 0.03% | 334 |
|