Tocqueville Asset Management’s Everest Group EG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-855
Closed -$237K 656
2019
Q4
$237K Sell
855
-45
-5% -$12.5K ﹤0.01% 676
2019
Q3
$239K Sell
900
-75
-8% -$19.9K ﹤0.01% 691
2019
Q2
$241K Hold
975
﹤0.01% 718
2019
Q1
$211K Sell
975
-30,000
-97% -$6.49M ﹤0.01% 728
2018
Q4
$6.75M Sell
30,975
-50
-0.2% -$10.9K 0.1% 216
2018
Q3
$7.09M Sell
31,025
-8,061
-21% -$1.84M 0.09% 236
2018
Q2
$9.01M Buy
39,086
+14,027
+56% +$3.23M 0.11% 196
2018
Q1
$6.44M Buy
+25,059
New +$6.44M 0.08% 251
2014
Q3
Sell
-71
Closed -$11K 970
2014
Q2
$11K Buy
71
+40
+129% +$6.2K ﹤0.01% 1528
2014
Q1
$5K Buy
31
+22
+244% +$3.55K ﹤0.01% 1212
2013
Q4
$1K Buy
+9
New +$1K ﹤0.01% 1315