MYIA
Mount Yale Investment Advisors’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
12,054
-108
| -0.9% | -$36.7K | 0.32% | 59 |
|
|
2025
Q1 | $4.42M | Sell |
12,162
-226
| -2% | -$82.1K | 0.38% | 44 |
|
|
2024
Q4 | $4.49M | Buy |
12,388
+580
| +5% | +$210K | 0.36% | 52 |
|
|
2024
Q3 | $4.63M | Sell |
11,808
-1,794
| -13% | -$703K | 0.44% | 53 |
|
|
2024
Q2 | $5.18M | Sell |
13,602
-2,052
| -13% | -$782K | 0.41% | 44 |
|
|
2024
Q1 | $6.22M | Sell |
15,654
-456
| -3% | -$181K | 0.48% | 38 |
|
|
2023
Q4 | $5.7M | Buy |
+16,110
| New | +$5.7M | 0.54% | 33 |
|
|
2023
Q1 | – | Sell |
-611
| Closed | -$202K | – | 493 |
|
|
2022
Q4 | $202K | Sell |
611
-358
| -37% | -$119K | 0.02% | 431 |
|
|
2022
Q3 | $254K | Buy |
969
+6
| +0.6% | +$1.57K | 0.03% | 370 |
|
|
2022
Q2 | $270K | Buy |
+963
| New | +$270K | 0.03% | 375 |
|
|
2021
Q3 | – | Sell |
-1,006
| Closed | -$254K | – | 465 |
|
|
2021
Q2 | $254K | Sell |
1,006
-85
| -8% | -$21.5K | 0.03% | 361 |
|
|
2021
Q1 | $270K | Buy |
+1,091
| New | +$270K | 0.04% | 335 |
|
|
2020
Q4 | – | Sell |
-1,105
| Closed | -$218K | – | 400 |
|
|
2020
Q3 | $218K | Buy |
1,105
+69
| +7% | +$13.6K | 0.03% | 319 |
|
|
2020
Q2 | $214K | Buy |
+1,036
| New | +$214K | 0.04% | 297 |
|
|
2018
Q4 | – | Sell |
-552
| Closed | -$124K | – | 442 |
|
|
2018
Q3 | $124K | Sell |
552
-1,443
| -72% | -$324K | 0.02% | 376 |
|
|
2018
Q2 | $460K | Sell |
1,995
-28
| -1% | -$6.46K | 0.09% | 185 |
|
|
2018
Q1 | $520K | Buy |
+2,023
| New | +$520K | 0.11% | 162 |
|