One Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-142
| Closed | -$47K | – | 315 |
|
|
2022
Q4 | $47K | Buy |
+142
| New | +$47K | 0.01% | 427 |
|
|
2019
Q2 | – | Sell |
-20
| Closed | -$4K | – | 220 |
|
|
2019
Q1 | $4K | Buy |
+20
| New | +$4K | ﹤0.01% | 383 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$5K | – | 211 |
|
|
2018
Q3 | $5K | Buy |
20
+3
| +18% | +$750 | ﹤0.01% | 389 |
|
|
2018
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 420 |
|
|
2018
Q1 | $4K | Buy |
17
+11
| +183% | +$2.59K | ﹤0.01% | 391 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 536 |
|