SimplyRich’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 | – | Sell |
-755
| Closed | -$274K | – | 218 |
|
|
2025
Q1 | $274K | Sell |
755
-573
| -43% | -$208K | 0.08% | 191 |
|
|
2024
Q4 | $481K | Buy |
1,328
+35
| +3% | +$12.7K | 0.14% | 134 |
|
|
2024
Q3 | $506K | Buy |
1,293
+505
| +64% | +$198K | 0.14% | 134 |
|
|
2024
Q2 | $300K | Buy |
+788
| New | +$300K | 0.09% | 149 |
|