TD Private Client Wealth’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16K | Sell |
24
-17
| -41% | -$5.78K | ﹤0.01% | 1076 |
|
|
2025
Q1 | $14.9K | Hold |
41
| – | – | ﹤0.01% | 972 |
|
|
2024
Q4 | $14.9K | Sell |
41
-2
| -5% | -$725 | ﹤0.01% | 1014 |
|
|
2024
Q3 | $16.8K | Sell |
43
-7
| -14% | -$2.74K | ﹤0.01% | 990 |
|
|
2024
Q2 | $19.1K | Sell |
50
-35
| -41% | -$13.3K | ﹤0.01% | 959 |
|
|
2024
Q1 | $33.8K | Buy |
85
+31
| +57% | +$12.3K | ﹤0.01% | 880 |
|
|
2023
Q4 | $19.1K | Buy |
54
+6
| +13% | +$2.12K | ﹤0.01% | 957 |
|
|
2023
Q3 | $17.8K | Sell |
48
-1
| -2% | -$372 | ﹤0.01% | 955 |
|
|
2023
Q2 | $16.8K | Sell |
49
-495
| -91% | -$169K | ﹤0.01% | 973 |
|
|
2023
Q1 | $195K | Sell |
544
-395
| -42% | -$141K | 0.01% | 550 |
|
|
2022
Q4 | $311K | Sell |
939
-496
| -35% | -$164K | 0.01% | 486 |
|
|
2022
Q3 | $377K | Buy |
1,435
+20
| +1% | +$5.25K | 0.02% | 444 |
|
|
2022
Q2 | $397K | Buy |
1,415
+329
| +30% | +$92.2K | 0.02% | 435 |
|
|
2022
Q1 | $327K | Sell |
1,086
-322
| -23% | -$97K | 0.01% | 479 |
|
|
2021
Q4 | $386K | Sell |
1,408
-53
| -4% | -$14.5K | 0.02% | 455 |
|
|
2021
Q3 | $366K | Sell |
1,461
-1,198
| -45% | -$300K | 0.02% | 443 |
|
|
2021
Q2 | $670K | Sell |
2,659
-341
| -11% | -$85.9K | 0.03% | 375 |
|
|
2021
Q1 | $743K | Sell |
3,000
-80
| -3% | -$19.8K | 0.03% | 347 |
|
|
2020
Q4 | $721K | Sell |
3,080
-9
| -0.3% | -$2.11K | 0.04% | 335 |
|
|
2020
Q3 | $610K | Sell |
3,089
-176
| -5% | -$34.8K | 0.03% | 337 |
|
|
2020
Q2 | $673K | Sell |
3,265
-97
| -3% | -$20K | 0.04% | 330 |
|
|
2020
Q1 | $647K | Buy |
3,362
+733
| +28% | +$141K | 0.05% | 291 |
|
|
2019
Q4 | $728K | Buy |
+2,629
| New | +$728K | 0.04% | 303 |
|