Tarbox Family Office’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8
| Closed | -$2K | – | 379 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 794 |
|
|
2021
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 865 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 910 |
|
|
2021
Q2 | $2K | Sell |
8
-4
| -33% | -$1K | ﹤0.01% | 920 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 740 |
|
|
2020
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 675 |
|
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 754 |
|
|
2020
Q2 | $2K | Sell |
12
-10
| -45% | -$1.67K | ﹤0.01% | 742 |
|
|
2020
Q1 | $4K | Buy |
22
+10
| +83% | +$1.82K | ﹤0.01% | 459 |
|
|
2019
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 651 |
|
|
2019
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 584 |
|
|
2019
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 589 |
|