Ranch Capital Advisors’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 |
-2,423
| Closed | -$679K | – | 149 |
|
|
2022
Q2 | $679K | Buy |
2,423
+209
| +9% | +$58.6K | 0.52% | 66 |
|
|
2022
Q1 | $667K | Buy |
2,214
+150
| +7% | +$45.2K | 0.44% | 74 |
|
|
2021
Q4 | $565K | Buy |
+2,064
| New | +$565K | 0.37% | 85 |
|
|
2020
Q3 | – | Sell |
-883
| Closed | -$204K | – | 880 |
|
|
2020
Q2 | $204K | Buy |
883
+155
| +21% | +$35.8K | 0.16% | 137 |
|
|
2020
Q1 | $140K | Buy |
728
+165
| +29% | +$31.7K | 0.14% | 152 |
|
|
2019
Q4 | $156K | Buy |
563
+177
| +46% | +$49K | 0.13% | 162 |
|
|
2019
Q3 | $103K | Buy |
+386
| New | +$103K | 0.11% | 205 |
|