TD Ameritrade Investment Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $16K | Sell |
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|
2023
Q1 | $21K | Sell |
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|
2022
Q4 | $34K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $56K | Sell |
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|
2022
Q1 | $102K | Sell |
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|
2021
Q4 | $102K | Sell |
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|
2021
Q3 | $88K | Buy |
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|
2021
Q2 | $100K | Sell |
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|
2021
Q1 | $98K | Hold |
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|
2020
Q4 | $98K | Sell |
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|
2020
Q3 | $88K | Buy |
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|
2020
Q2 | $84K | Buy |
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|
2020
Q1 | $77K | Buy |
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|
2019
Q4 | $86K | Sell |
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|
2019
Q3 | $85K | Buy |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $31K | Buy |
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