Mosaic Family Wealth’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-19
| Closed | -$4K | – | 654 |
|
|
2018
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 601 |
|
|
2018
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 577 |
|
|
2017
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 607 |
|
|
2017
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 731 |
|
|
2017
Q2 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 560 |
|
|
2016
Q4 | – | Sell |
-3
| Closed | -$1K | – | 715 |
|
|
2016
Q3 | $1K | Sell |
3
-12
| -80% | -$4K | ﹤0.01% | 725 |
|
|
2016
Q2 | $3K | Sell |
15
-2
| -12% | -$400 | ﹤0.01% | 655 |
|
|
2016
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 649 |
|
|
2015
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 634 |
|