North Star Investment Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2
| Closed | -$743 | – | 1227 |
|
|
2023
Q3 | $743 | Hold |
2
| – | – | ﹤0.01% | 1166 |
|
|
2023
Q2 | $684 | Hold |
2
| – | – | ﹤0.01% | 1195 |
|
|
2023
Q1 | $716 | Hold |
2
| – | – | ﹤0.01% | 1202 |
|
|
2022
Q4 | $663 | Buy |
+2
| New | +$663 | ﹤0.01% | 1208 |
|
|
2016
Q2 | – | Sell |
-250
| Closed | -$49K | – | 794 |
|
|
2016
Q1 | $49K | Sell |
250
-150
| -38% | -$29.4K | 0.01% | 403 |
|
|
2015
Q4 | $73K | Hold |
400
| – | – | 0.01% | 367 |
|
|
2015
Q3 | $69K | Buy |
+400
| New | +$69K | 0.01% | 370 |
|