Moran Wealth Management’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 |
-30,353
| Closed | -$11.6M | – | 414 |
|
|
2024
Q2 | $11.6M | Sell |
30,353
-16,237
| -35% | -$6.19M | 0.38% | 84 |
|
|
2024
Q1 | $18.5M | Sell |
46,590
-404
| -0.9% | -$161K | 0.6% | 50 |
|
|
2023
Q4 | $16.6M | Buy |
46,994
+39,046
| +491% | +$13.8M | 0.59% | 50 |
|
|
2023
Q3 | $2.95M | Buy |
+7,948
| New | +$2.95M | 0.11% | 190 |
|