Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,103
| Closed | -$201K | – | 257 |
|
|
2015
Q4 | $201K | Buy |
1,103
+19
| +2% | +$3.46K | 0.05% | 247 |
|
|
2015
Q3 | $187K | Sell |
1,084
-275
| -20% | -$47.4K | 0.05% | 242 |
|
|
2015
Q2 | $247K | Buy |
+1,359
| New | +$247K | 0.07% | 216 |
|
|
2014
Q2 | – | Sell |
-223
| Closed | -$34K | – | 913 |
|
|
2014
Q1 | $34K | Buy |
+223
| New | +$34K | 0.01% | 415 |
|