Realta Investment 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 |
-791
| Closed | -$280K | – | 807 |
|
|
2023
Q4 | $280K | Buy |
+791
| New | +$280K | 0.06% | 328 |
|
|
2020
Q1 | – | Sell |
-18
| Closed | -$5K | – | 594 |
|
|
2019
Q4 | $5K | Hold |
18
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q3 | $5K | Hold |
18
| – | – | ﹤0.01% | 1310 |
|
|
2019
Q2 | $4K | Buy |
18
+14
| +350% | +$3.11K | ﹤0.01% | 1418 |
|
|
2019
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1269 |
|