Terra Nova Asset Management’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,450
| Closed | -$334K | – | 58 |
|
|
2018
Q2 | $334K | Hold |
1,450
| – | – | 0.58% | 41 |
|
|
2018
Q1 | $372K | Hold |
1,450
| – | – | 0.66% | 41 |
|
|
2017
Q4 | $321K | Hold |
1,450
| – | – | 0.56% | 48 |
|
|
2017
Q3 | $331K | Hold |
1,450
| – | – | 0.68% | 46 |
|
|
2017
Q2 | $369K | Hold |
1,450
| – | – | 0.7% | 47 |
|
|
2017
Q1 | $339K | Buy |
+1,450
| New | +$339K | 0.68% | 46 |
|
|
2016
Q4 | – | Sell |
-1,450
| Closed | -$275K | – | 80 |
|
|
2016
Q3 | $275K | Hold |
1,450
| – | – | 0.6% | 48 |
|
|
2016
Q2 | $265K | Hold |
1,450
| – | – | 0.45% | 62 |
|
|
2016
Q1 | $286K | Hold |
1,450
| – | – | 0.33% | 87 |
|
|
2015
Q4 | $265K | Hold |
1,450
| – | – | 0.29% | 93 |
|
|
2015
Q3 | $251K | Hold |
1,450
| – | – | 0.22% | 99 |
|
|
2015
Q2 | $264K | Hold |
1,450
| – | – | 0.22% | 112 |
|
|
2015
Q1 | $252K | Buy |
+1,450
| New | +$252K | 0.21% | 108 |
|