TD Private Client Wealth’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.5K | Buy |
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|
2025
Q2 | $8.16K | Sell |
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|
2025
Q1 | $14.9K | Hold |
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|
2024
Q4 | $14.9K | Sell |
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|
2024
Q3 | $16.8K | Sell |
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|
2024
Q2 | $19.1K | Sell |
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|
2024
Q1 | $33.8K | Buy |
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|
2023
Q4 | $19.1K | Buy |
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|
2023
Q3 | $17.8K | Sell |
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|
2023
Q2 | $16.8K | Sell |
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|
2023
Q1 | $195K | Sell |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $327K | Sell |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $366K | Sell |
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|
2021
Q2 | $670K | Sell |
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|
2021
Q1 | $743K | Sell |
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|
2020
Q4 | $721K | Sell |
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|
2020
Q3 | $610K | Sell |
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|
2020
Q2 | $673K | Sell |
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|
2020
Q1 | $647K | Buy |
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|
2019
Q4 | $728K | Buy |
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