Omnia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-121
| Closed | -$26K | – | 221 |
|
|
2019
Q1 | $26K | Buy |
121
+37
| +44% | +$7.95K | 0.01% | 198 |
|
|
2018
Q4 | $18K | Sell |
84
-10
| -11% | -$2.14K | 0.01% | 202 |
|
|
2018
Q3 | $21K | Hold |
94
| – | – | 0.01% | 201 |
|
|
2018
Q2 | $22K | Hold |
94
| – | – | 0.01% | 208 |
|
|
2018
Q1 | $24K | Sell |
94
-240
| -72% | -$61.3K | 0.01% | 195 |
|
|
2017
Q4 | $74K | Sell |
334
-136
| -29% | -$30.1K | 0.03% | 128 |
|
|
2017
Q3 | $107K | Hold |
470
| – | – | 0.05% | 114 |
|
|
2017
Q2 | $120K | Hold |
470
| – | – | 0.06% | 110 |
|
|
2017
Q1 | $110K | Sell |
470
-28
| -6% | -$6.55K | 0.05% | 113 |
|
|
2016
Q4 | $108K | Buy |
+498
| New | +$108K | 0.05% | 113 |
|