Strategy Asset Managers’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,360
| Closed | -$481K | – | 237 |
|
|
2023
Q4 | $481K | Sell |
1,360
-181
| -12% | -$64K | 0.11% | 134 |
|
|
2023
Q3 | $573K | Buy |
+1,541
| New | +$573K | 0.15% | 111 |
|
|
2023
Q1 | – | Sell |
-2,256
| Closed | -$747K | – | 251 |
|
|
2022
Q4 | $747K | Hold |
2,256
| – | – | 0.19% | 97 |
|
|
2022
Q3 | $592K | Buy |
+2,256
| New | +$592K | 0.16% | 123 |
|
|
2018
Q1 | – | Sell |
-9,377
| Closed | -$2.08M | – | 113 |
|
|
2017
Q4 | $2.08M | Sell |
9,377
-117
| -1% | -$25.9K | 0.41% | 78 |
|
|
2017
Q3 | $2.17M | Buy |
+9,494
| New | +$2.17M | 0.44% | 79 |
|