Kays Financial Advisory’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.55M | Buy |
7,821
+282
| +4% | +$55.7K | 0.25% | 53 |
|
|
2020
Q2 | $1.56M | Buy |
7,539
+283
| +4% | +$58.4K | 0.27% | 51 |
|
|
2020
Q1 | $1.4M | Buy |
7,256
+507
| +8% | +$97.5K | 0.29% | 46 |
|
|
2019
Q4 | $1.87M | Buy |
6,749
+342
| +5% | +$94.7K | 0.33% | 46 |
|
|
2019
Q3 | $1.71M | Sell |
6,407
-88
| -1% | -$23.4K | 0.31% | 45 |
|
|
2019
Q2 | $1.61M | Buy |
6,495
+81
| +1% | +$20K | 0.29% | 48 |
|
|
2019
Q1 | $1.39M | Buy |
6,414
+335
| +6% | +$72.3K | 0.27% | 52 |
|
|
2018
Q4 | $1.32M | Buy |
6,079
+459
| +8% | +$100K | 0.3% | 56 |
|
|
2018
Q3 | $1.28M | Sell |
5,620
-40
| -0.7% | -$9.14K | 0.27% | 55 |
|
|
2018
Q2 | $1.3M | Buy |
5,660
+157
| +3% | +$36.2K | 0.29% | 51 |
|
|
2018
Q1 | $1.41M | Buy |
5,503
+177
| +3% | +$45.4K | 0.32% | 44 |
|
|
2017
Q4 | $1.18M | Buy |
5,326
+30
| +0.6% | +$6.64K | 0.34% | 46 |
|
|
2017
Q3 | $1.21M | Buy |
5,296
+28
| +0.5% | +$6.4K | 0.39% | 40 |
|
|
2017
Q2 | $1.34M | Buy |
5,268
+135
| +3% | +$34.4K | 0.45% | 35 |
|
|
2017
Q1 | $1.2M | Buy |
5,133
+500
| +11% | +$117K | 0.43% | 36 |
|
|
2016
Q4 | $1M | Buy |
4,633
+282
| +6% | +$61.1K | 0.39% | 39 |
|
|
2016
Q3 | $827K | Buy |
4,351
+571
| +15% | +$109K | 0.35% | 40 |
|
|
2016
Q2 | $690K | Buy |
3,780
+628
| +20% | +$115K | 0.31% | 44 |
|
|
2016
Q1 | $622K | Buy |
3,152
+89
| +3% | +$17.6K | 0.31% | 41 |
|
|
2015
Q4 | $561K | Buy |
3,063
+348
| +13% | +$63.7K | 0.29% | 40 |
|
|
2015
Q3 | $471K | Buy |
+2,715
| New | +$471K | 0.27% | 45 |
|