TFO Wealth Partners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$398 | – | 259 |
|
|
2024
Q1 | $398 | Sell |
1
-2
| -67% | -$796 | ﹤0.01% | 314 |
|
|
2023
Q4 | $1.06K | Hold |
3
| – | – | ﹤0.01% | 189 |
|
|
2023
Q3 | $1.03K | Buy |
3
+2
| +200% | +$684 | ﹤0.01% | 274 |
|
|
2023
Q2 | $342 | Hold |
1
| – | – | ﹤0.01% | 374 |
|
|
2023
Q1 | $358 | Sell |
1
-13
| -93% | -$4.65K | ﹤0.01% | 321 |
|
|
2022
Q4 | $2.2K | Buy |
+14
| New | +$2.2K | ﹤0.01% | 245 |
|