Simplicity Wealth’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Buy
710
+89
+14% +$30.2K 0.01% 548
2025
Q1
$226K Buy
+621
New +$226K 0.02% 493