Plante Moran Financial Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$354 | – | 874 |
|
|
2023
Q4 | $354 | Buy |
+1
| New | +$354 | ﹤0.01% | 783 |
|
|
2022
Q4 | – | Sell |
-15
| Closed | -$4K | – | 896 |
|
|
2022
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 724 |
|
|
2022
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 730 |
|
|
2022
Q1 | $5K | Hold |
15
| – | – | ﹤0.01% | 676 |
|
|
2021
Q4 | $4K | Hold |
15
| – | – | ﹤0.01% | 846 |
|
|
2021
Q3 | $4K | Hold |
15
| – | – | ﹤0.01% | 803 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 812 |
|
|
2021
Q1 | $4K | Hold |
15
| – | – | ﹤0.01% | 803 |
|
|
2020
Q4 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 714 |
|
|
2020
Q1 | – | Sell |
-180
| Closed | -$50K | – | 755 |
|
|
2019
Q4 | $50K | Sell |
180
-13
| -7% | -$3.61K | 0.02% | 324 |
|
|
2019
Q3 | $51K | Buy |
193
+13
| +7% | +$3.44K | 0.01% | 335 |
|
|
2019
Q2 | $44K | Hold |
180
| – | – | 0.01% | 360 |
|
|
2019
Q1 | $39K | Hold |
180
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $39K | Sell |
180
-15
| -8% | -$3.25K | 0.01% | 334 |
|
|
2018
Q3 | $45K | Buy |
195
+15
| +8% | +$3.46K | 0.01% | 319 |
|
|
2018
Q2 | $41K | Hold |
180
| – | – | 0.02% | 370 |
|
|
2018
Q1 | $46K | Hold |
180
| – | – | 0.03% | 356 |
|
|
2017
Q4 | $40K | Hold |
180
| – | – | 0.02% | 386 |
|
|
2017
Q3 | $41K | Hold |
180
| – | – | 0.02% | 346 |
|
|
2017
Q2 | $46K | Hold |
180
| – | – | 0.03% | 333 |
|
|
2017
Q1 | $42K | Hold |
180
| – | – | 0.03% | 350 |
|
|
2016
Q4 | $39K | Hold |
180
| – | – | 0.02% | 370 |
|
|
2016
Q3 | $34K | Hold |
180
| – | – | 0.02% | 389 |
|
|
2016
Q2 | $33K | Buy |
+180
| New | +$33K | 0.02% | 352 |
|