TCI Wealth 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
Q2 | – | Sell |
-11
| Closed | -$3.94K | – | 803 |
|
|
2023
Q1 | $3.94K | Hold |
11
| – | – | ﹤0.01% | 1696 |
|
|
2022
Q4 | $3.64K | Hold |
11
| – | – | ﹤0.01% | 1741 |
|
|
2022
Q3 | $3K | Sell |
11
-24
| -69% | -$6.55K | ﹤0.01% | 1757 |
|
|
2022
Q2 | $10K | Hold |
35
| – | – | ﹤0.01% | 997 |
|
|
2022
Q1 | $11K | Hold |
35
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q4 | $10K | Buy |
35
+26
| +289% | +$7.43K | ﹤0.01% | 1154 |
|
|
2021
Q3 | $2K | Buy |
9
+1
| +13% | +$222 | ﹤0.01% | 2093 |
|
|
2021
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 1969 |
|
|
2021
Q1 | $2K | Buy |
8
+2
| +33% | +$500 | ﹤0.01% | 1708 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1339 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1531 |
|
|
2019
Q4 | $1K | Sell |
5
-4
| -44% | -$800 | ﹤0.01% | 1317 |
|
|
2019
Q3 | $2K | Sell |
9
-2
| -18% | -$444 | ﹤0.01% | 1060 |
|
|
2019
Q2 | $3K | Buy |
11
+6
| +120% | +$1.64K | ﹤0.01% | 878 |
|
|
2019
Q1 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 1188 |
|
|
2018
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 973 |
|