Pathstone Family Office’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.5M | Buy |
36,432
+5,114
| +16% | +$1.9M | 0.1% | 133 |
|
|
2023
Q2 | $10.7M | Buy |
+31,318
| New | +$10.7M | 0.15% | 103 |
|
|
2023
Q1 | – | Sell |
-5,366
| Closed | -$1.12M | – | 1286 |
|
|
2022
Q4 | $1.12M | Buy |
5,366
+2,714
| +102% | +$565K | 0.01% | 748 |
|
|
2022
Q3 | $696K | Buy |
+2,652
| New | +$696K | 0.01% | 925 |
|
|
2019
Q2 | – | Sell |
-19
| Closed | -$4K | – | 700 |
|
|
2019
Q1 | $4K | Hold |
19
| – | – | ﹤0.01% | 630 |
|
|
2018
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 390 |
|