Reilly Financial Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6K | Buy |
+22
| New | +$6K | ﹤0.01% | 800 |
|
|
2020
Q3 | – | Sell |
-40
| Closed | -$8K | – | 858 |
|
|
2020
Q2 | $8K | Sell |
40
-5,148
| -99% | -$1.03M | ﹤0.01% | 625 |
|
|
2020
Q1 | $998K | Sell |
5,188
-5
| -0.1% | -$962 | 0.14% | 93 |
|
|
2019
Q4 | $1.44M | Sell |
5,193
-40
| -0.8% | -$11.1K | 0.16% | 95 |
|
|
2019
Q3 | $1.39M | Sell |
5,233
-569
| -10% | -$151K | 0.17% | 91 |
|
|
2019
Q2 | $1.43M | Sell |
5,802
-328
| -5% | -$81.1K | 0.18% | 91 |
|
|
2019
Q1 | $1.32M | Sell |
6,130
-229
| -4% | -$49.5K | 0.17% | 95 |
|
|
2018
Q4 | $1.39M | Buy |
6,359
+479
| +8% | +$104K | 0.2% | 93 |
|
|
2018
Q3 | $1.34M | Buy |
5,880
+948
| +19% | +$217K | 0.18% | 93 |
|
|
2018
Q2 | $1.14M | Buy |
+4,932
| New | +$1.14M | 0.16% | 100 |
|