Northstar Advisory Group’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,094
| Closed | -$287K | – | 95 |
|
|
2022
Q3 | $287K | Hold |
1,094
| – | – | 0.26% | 64 |
|
|
2022
Q2 | $307K | Buy |
+1,094
| New | +$307K | 0.23% | 58 |
|
|
2022
Q1 | – | Sell |
-1,512
| Closed | -$414K | – | 108 |
|
|
2021
Q4 | $414K | Buy |
+1,512
| New | +$414K | 0.25% | 71 |
|
|
2021
Q3 | – | Sell |
-1,512
| Closed | -$381K | – | 66 |
|
|
2021
Q2 | $381K | Hold |
1,512
| – | – | 0.24% | 76 |
|
|
2021
Q1 | $375K | Hold |
1,512
| – | – | 0.29% | 63 |
|
|
2020
Q4 | $354K | Buy |
+1,512
| New | +$354K | 0.3% | 66 |
|