Prospera Financial Services’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-266
| Closed | -$75K | – | 1038 |
|
|
2022
Q2 | $75K | Sell |
266
-67
| -20% | -$18.9K | ﹤0.01% | 952 |
|
|
2022
Q1 | $100K | Buy |
+333
| New | +$100K | ﹤0.01% | 1114 |
|
|
2020
Q4 | – | Sell |
-65
| Closed | -$13K | – | 903 |
|
|
2020
Q3 | $13K | Buy |
+65
| New | +$13K | 0.01% | 1028 |
|
|
2016
Q1 | – | Sell |
-1,426
| Closed | -$261K | – | 345 |
|
|
2015
Q4 | $261K | Buy |
+1,426
| New | +$261K | 0.06% | 221 |
|