TDAM USA’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,092
| Closed | -$238K | – | 260 |
|
|
2018
Q4 | $238K | Hold |
1,092
| – | – | 0.02% | 289 |
|
|
2018
Q3 | $249K | Hold |
1,092
| – | – | 0.02% | 306 |
|
|
2018
Q2 | $252K | Sell |
1,092
-200
| -15% | -$46.2K | 0.02% | 307 |
|
|
2018
Q1 | $332K | Hold |
1,292
| – | – | 0.02% | 282 |
|
|
2017
Q4 | $286K | Hold |
1,292
| – | – | 0.02% | 293 |
|
|
2017
Q3 | $295K | Hold |
1,292
| – | – | 0.02% | 291 |
|
|
2017
Q2 | $329K | Hold |
1,292
| – | – | 0.02% | 290 |
|
|
2017
Q1 | $302K | Hold |
1,292
| – | – | 0.02% | 290 |
|
|
2016
Q4 | $280K | Buy |
1,292
+200
| +18% | +$43.3K | 0.01% | 300 |
|
|
2016
Q3 | $207K | Buy |
+1,092
| New | +$207K | 0.01% | 349 |
|