Lodestar Investment Counsel’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $14.2M | Sell |
57,530
-4,720
| -8% | -$1.17M | 1.46% | 22 |
|
|
2019
Q1 | $13.4M | Buy |
62,250
+785
| +1% | +$170K | 1.44% | 24 |
|
|
2018
Q4 | $13.4M | Buy |
61,465
+1,445
| +2% | +$315K | 1.63% | 22 |
|
|
2018
Q3 | $13.7M | Buy |
60,020
+2,260
| +4% | +$516K | 1.48% | 24 |
|
|
2018
Q2 | $13.3M | Buy |
57,760
+6,185
| +12% | +$1.43M | 1.54% | 24 |
|
|
2018
Q1 | $13.2M | Buy |
+51,575
| New | +$13.2M | 1.54% | 24 |
|