TD Ameritrade Investment Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-48
| Closed | -$16K | – | 131 |
|
|
2023
Q2 | $16K | Sell |
48
-11
| -19% | -$3.67K | ﹤0.01% | 303 |
|
|
2023
Q1 | $21K | Sell |
59
-44
| -43% | -$15.7K | ﹤0.01% | 299 |
|
|
2022
Q4 | $34K | Buy |
+103
| New | +$34K | ﹤0.01% | 279 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$56K | – | 601 |
|
|
2022
Q2 | $56K | Sell |
200
-137
| -41% | -$38.4K | ﹤0.01% | 286 |
|
|
2022
Q1 | $102K | Sell |
337
-34
| -9% | -$10.3K | ﹤0.01% | 291 |
|
|
2021
Q4 | $102K | Sell |
371
-73
| -16% | -$20.1K | ﹤0.01% | 289 |
|
|
2021
Q3 | $88K | Buy |
444
+46
| +12% | +$9.12K | ﹤0.01% | 267 |
|
|
2021
Q2 | $100K | Sell |
398
-19
| -5% | -$4.77K | ﹤0.01% | 280 |
|
|
2021
Q1 | $98K | Hold |
417
| – | – | ﹤0.01% | 271 |
|
|
2020
Q4 | $98K | Sell |
417
-27
| -6% | -$6.35K | ﹤0.01% | 271 |
|
|
2020
Q3 | $88K | Buy |
444
+37
| +9% | +$7.33K | ﹤0.01% | 267 |
|
|
2020
Q2 | $84K | Buy |
407
+5
| +1% | +$1.03K | ﹤0.01% | 259 |
|
|
2020
Q1 | $77K | Buy |
402
+92
| +30% | +$17.6K | ﹤0.01% | 252 |
|
|
2019
Q4 | $86K | Sell |
310
-9
| -3% | -$2.5K | ﹤0.01% | 254 |
|
|
2019
Q3 | $85K | Buy |
319
+118
| +59% | +$31.4K | ﹤0.01% | 224 |
|
|
2019
Q2 | $50K | Buy |
+201
| New | +$50K | ﹤0.01% | 261 |
|
|
2019
Q1 | – | Sell |
-141
| Closed | -$31K | – | 588 |
|
|
2018
Q4 | $31K | Buy |
+141
| New | +$31K | ﹤0.01% | 266 |
|