Stonebridge Capital Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$2.6K | – | 391 |
|
|
2023
Q3 | $2.6K | Hold |
7
| – | – | ﹤0.01% | 785 |
|
|
2023
Q2 | $2.39K | Sell |
7
-20
| -74% | -$6.84K | ﹤0.01% | 798 |
|
|
2023
Q1 | $9.67K | Hold |
27
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $8.94K | Hold |
27
| – | – | ﹤0.01% | 619 |
|
|
2022
Q3 | $7K | Buy |
+27
| New | +$7K | ﹤0.01% | 633 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 992 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 979 |
|
|
2021
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 895 |
|