Lake Street Private Wealth’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-734	Closed	-$280K	–	279
2024 Q2	$280K	Sell	734 -2,992	-80%	-$1.14M	0.04%	272
2024 Q1	$1.48M	Sell	3,726 -249	-6%	-$99K	0.2%	120
2023 Q4	$1.41M	Buy	+3,975	New	+$1.41M	0.22%	106