Rehmann Capital Advisory Group’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,705
| Closed | -$867K | – | 519 |
|
|
2020
Q4 | $867K | Buy |
3,705
+25
| +0.7% | +$5.85K | 0.1% | 175 |
|
|
2020
Q3 | $727K | Sell |
3,680
-13
| -0.4% | -$2.57K | 0.09% | 188 |
|
|
2020
Q2 | $762K | Buy |
+3,693
| New | +$762K | 0.1% | 173 |
|
|
2019
Q3 | – | Sell |
-86
| Closed | -$21.4K | – | 1774 |
|
|
2019
Q2 | $21.4K | Hold |
86
| – | – | ﹤0.01% | 1125 |
|
|
2019
Q1 | $18.7K | Hold |
86
| – | – | ﹤0.01% | 1140 |
|
|
2018
Q4 | $18.8K | Hold |
86
| – | – | ﹤0.01% | 878 |
|
|
2018
Q3 | $19.7K | Sell |
86
-812
| -90% | -$186K | ﹤0.01% | 1129 |
|
|
2018
Q2 | $207K | Buy |
+898
| New | +$207K | 0.03% | 366 |
|