Proficio Capital Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12
| Closed | -$3K | – | 550 |
|
|
2019
Q2 | $3K | Sell |
12
-10
| -45% | -$2.5K | ﹤0.01% | 1381 |
|
|
2019
Q1 | $5K | Buy |
22
+6
| +38% | +$1.36K | ﹤0.01% | 1099 |
|
|
2018
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 941 |
|
|
2018
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 980 |
|
|
2018
Q2 | $4K | Sell |
16
-2
| -11% | -$500 | ﹤0.01% | 1013 |
|
|
2018
Q1 | $5K | Hold |
18
| – | – | ﹤0.01% | 996 |
|
|
2017
Q4 | $4K | Sell |
18
-21
| -54% | -$4.67K | ﹤0.01% | 1008 |
|
|
2017
Q3 | $9K | Sell |
39
-166
| -81% | -$38.3K | ﹤0.01% | 814 |
|
|
2017
Q2 | $54K | Sell |
205
-36
| -15% | -$9.48K | 0.02% | 365 |
|
|
2017
Q1 | $60K | Buy |
241
+91
| +61% | +$22.7K | 0.03% | 339 |
|
|
2016
Q4 | $32K | Sell |
150
-4
| -3% | -$853 | 0.01% | 346 |
|
|
2016
Q3 | $29K | Buy |
154
+131
| +570% | +$24.7K | 0.02% | 362 |
|
|
2016
Q2 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 727 |
|
|
2016
Q1 | – | Sell |
-10
| Closed | -$2K | – | 1082 |
|
|
2015
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 640 |
|