KCS Wealth Advisory’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,978
| Closed | -$490K | – | 151 |
|
|
2021
Q1 | $490K | Sell |
1,978
-1,559
| -44% | -$386K | 0.25% | 103 |
|
|
2020
Q4 | $828K | Sell |
3,537
-802
| -18% | -$188K | 0.55% | 70 |
|
|
2020
Q3 | $857K | Sell |
4,339
-46
| -1% | -$9.09K | 0.68% | 61 |
|
|
2020
Q2 | $904K | Buy |
4,385
+277
| +7% | +$57.1K | 0.75% | 53 |
|
|
2020
Q1 | $791K | Buy |
4,108
+120
| +3% | +$23.1K | 0.8% | 46 |
|
|
2019
Q4 | $1.1M | Buy |
3,988
+122
| +3% | +$33.8K | 0.83% | 51 |
|
|
2019
Q3 | $1.03M | Buy |
3,866
+71
| +2% | +$18.9K | 0.71% | 48 |
|
|
2019
Q2 | $938K | Buy |
3,795
+118
| +3% | +$29.2K | 0.74% | 55 |
|
|
2019
Q1 | $794K | Buy |
3,677
+161
| +5% | +$34.8K | 0.69% | 66 |
|
|
2018
Q4 | $766K | Buy |
3,516
+104
| +3% | +$22.7K | 0.81% | 48 |
|
|
2018
Q3 | $780K | Buy |
3,412
+383
| +13% | +$87.6K | 0.72% | 51 |
|
|
2018
Q2 | $698K | Buy |
3,029
+143
| +5% | +$33K | 0.65% | 62 |
|
|
2018
Q1 | $741K | Buy |
2,886
+460
| +19% | +$118K | 0.67% | 53 |
|
|
2017
Q4 | $537K | Buy |
+2,426
| New | +$537K | 0.52% | 77 |
|