Measured Wealth Private Client Group’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,271
| Closed | -$435K | – | 171 |
|
|
2023
Q2 | $435K | Buy |
1,271
+586
| +86% | +$200K | 0.17% | 107 |
|
|
2023
Q1 | $245K | Sell |
685
-214
| -24% | -$76.6K | 0.09% | 150 |
|
|
2022
Q4 | $298K | Sell |
899
-726
| -45% | -$241K | 0.12% | 120 |
|
|
2022
Q3 | $426K | Sell |
1,625
-259
| -14% | -$67.9K | 0.19% | 69 |
|
|
2022
Q2 | $528K | Buy |
1,884
+906
| +93% | +$254K | 0.23% | 62 |
|
|
2022
Q1 | $295K | Buy |
+978
| New | +$295K | 0.11% | 113 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$11K | – | 268 |
|
|
2018
Q3 | $11K | Buy |
+50
| New | +$11K | 0.01% | 602 |
|