Schubert & Co’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22
| Closed | -$7.88K | – | 487 |
|
|
2023
Q1 | $7.88K | Hold |
22
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $7.29K | Sell |
22
-2
| -8% | -$663 | 0.01% | 298 |
|
|
2022
Q3 | $6K | Buy |
24
+4
| +20% | +$1K | 0.01% | 336 |
|
|
2022
Q2 | $6K | Buy |
20
+14
| +233% | +$4.2K | 0.01% | 287 |
|
|
2022
Q1 | $2K | Buy |
6
+1
| +20% | +$333 | ﹤0.01% | 390 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 610 |
|