SWP
EG icon

Stratos Wealth Partners’s Everest Group EG Stock Holding History

Stratos Wealth Partners’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,526
Closed -$540K – 1406
2023
Q4 		$540K Buy
1,526
+380
+33% +$147K 0.01% 850
2023
Q3 		$426K Buy
1,146
+148
+15% +$53.7K 0.01% 881
2023
Q2 		$341K Sell
998
-412
-29% -$149K 0.01% 905
2023
Q1 		$505K Buy
+1,410
New +$507K 0.01% 698
2018
Q4 		– Sell
-9
Closed -$2K – 1254
2018
Q3 		$2K Buy
+9
New +$2.01K ﹤0.01% 2684
2018
Q2 		– Sell
-77
Closed -$20K – 1395
2018
Q1 		$20K Hold
77
– – ﹤0.01% 2008
2017
Q4 		$17K Buy
+77
New +$17.4K ﹤0.01% 1964

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