Lenox Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-8
| Closed | -$1K | – | 299 |
|
|
2015
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 389 |
|
|
2015
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 380 |
|
|
2015
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 281 |
|
|
2015
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 316 |
|
|
2014
Q4 | $1K | Sell |
8
-41
| -84% | -$5.13K | ﹤0.01% | 318 |
|
|
2014
Q3 | $8K | Hold |
49
| – | – | ﹤0.01% | 188 |
|
|
2014
Q2 | $8K | Hold |
49
| – | – | ﹤0.01% | 149 |
|
|
2014
Q1 | $7K | Hold |
49
| – | – | ﹤0.01% | 146 |
|
|
2013
Q4 | $8K | Hold |
49
| – | – | 0.01% | 193 |
|
|
2013
Q3 | $7K | Hold |
49
| – | – | 0.01% | 124 |
|
|
2013
Q2 | $6K | Buy |
+49
| New | +$6K | 0.01% | 162 |
|