Simon Quick Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-723
| Closed | -$287K | – | 411 |
|
|
2024
Q1 | $287K | Buy |
+723
| New | +$287K | 0.02% | 310 |
|
|
2020
Q4 | – | Sell |
-36
| Closed | -$7K | – | 464 |
|
|
2020
Q3 | $7K | Hold |
36
| – | – | ﹤0.01% | 345 |
|
|
2020
Q2 | $7K | Buy |
+36
| New | +$7K | ﹤0.01% | 341 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$5K | – | 539 |
|
|
2019
Q4 | $5K | Sell |
19
-2
| -10% | -$526 | ﹤0.01% | 489 |
|
|
2019
Q3 | $6K | Buy |
21
+9
| +75% | +$2.57K | ﹤0.01% | 284 |
|
|
2019
Q2 | $2.97K | Buy |
+12
| New | +$2.97K | ﹤0.01% | 326 |
|