McQueen Ball & Associates’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $826K | Hold |
3,795
| – | – | 0.53% | 54 |
|
|
2018
Q3 | $867K | Buy |
3,795
+1,140
| +43% | +$260K | 0.49% | 55 |
|
|
2018
Q2 | $612K | Hold |
2,655
| – | – | 0.37% | 65 |
|
|
2018
Q1 | $682K | Hold |
2,655
| – | – | 0.42% | 57 |
|
|
2017
Q4 | $587K | Hold |
2,655
| – | – | 0.35% | 64 |
|
|
2017
Q3 | $606K | Hold |
2,655
| – | – | 0.39% | 60 |
|
|
2017
Q2 | $676K | Hold |
2,655
| – | – | 0.44% | 57 |
|
|
2017
Q1 | $621 | Sell |
2,655
-360
| -12% | -$84 | 0.34% | 59 |
|
|
2016
Q4 | $652K | Hold |
3,015
| – | – | 0.43% | 58 |
|
|
2016
Q3 | $573K | Hold |
3,015
| – | – | 0.39% | 60 |
|
|
2016
Q2 | $551K | Hold |
3,015
| – | – | 0.39% | 62 |
|
|
2016
Q1 | $595K | Hold |
3,015
| – | – | 0.44% | 57 |
|
|
2015
Q4 | $552K | Buy |
+3,015
| New | +$552K | 0.5% | 53 |
|