SIA
Schechter Investment Advisors’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-739
| Closed | -$245K | – | 713 |
|
|
2022
Q4 | $245K | Sell |
739
-373
| -34% | -$124K | 0.02% | 694 |
|
|
2022
Q3 | $292K | Sell |
1,112
-87
| -7% | -$22.8K | 0.03% | 712 |
|
|
2022
Q2 | $336K | Buy |
1,199
+288
| +32% | +$80.7K | 0.03% | 661 |
|
|
2022
Q1 | $274K | Buy |
911
+38
| +4% | +$11.4K | 0.03% | 735 |
|
|
2021
Q4 | $239K | Buy |
+873
| New | +$239K | 0.02% | 748 |
|