Stratos Wealth Partners’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 |
-1,526
| Closed | -$540K | – | 1406 |
|
|
2023
Q4 | $540K | Buy |
1,526
+380
| +33% | +$134K | 0.01% | 850 |
|
|
2023
Q3 | $426K | Buy |
1,146
+148
| +15% | +$55K | 0.01% | 881 |
|
|
2023
Q2 | $341K | Sell |
998
-412
| -29% | -$141K | 0.01% | 905 |
|
|
2023
Q1 | $505K | Buy |
+1,410
| New | +$505K | 0.01% | 698 |
|
|
2018
Q4 | – | Sell |
-9
| Closed | -$2K | – | 1254 |
|
|
2018
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 2684 |
|
|
2018
Q2 | – | Sell |
-77
| Closed | -$20K | – | 1395 |
|
|
2018
Q1 | $20K | Hold |
77
| – | – | ﹤0.01% | 2008 |
|
|
2017
Q4 | $17K | Buy |
+77
| New | +$17K | ﹤0.01% | 1964 |
|