KCM Investment Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,016
| Closed | -$364K | – | 386 |
|
|
2023
Q1 | $364K | Hold |
1,016
| – | – | 0.01% | 309 |
|
|
2022
Q4 | $337K | Hold |
1,016
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $267K | Hold |
1,016
| – | – | 0.01% | 328 |
|
|
2022
Q2 | $285K | Hold |
1,016
| – | – | 0.01% | 338 |
|
|
2022
Q1 | $306K | Hold |
1,016
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $278K | Buy |
+1,016
| New | +$278K | 0.01% | 353 |
|