Trevor, Stewart, Burton & Jacobsen’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-84,075
| Closed | -$3.75M | – | 43 |
|
|
2014
Q4 | $3.75M | Buy |
84,075
+80,440
| +2,213% | +$3.59M | 2.99% | 16 |
|
|
2014
Q3 | $589K | Sell |
3,635
-600
| -14% | -$97.2K | 0.38% | 39 |
|
|
2014
Q2 | $680K | Sell |
4,235
-2,950
| -41% | -$474K | 0.35% | 43 |
|
|
2014
Q1 | $1.1M | Buy |
7,185
+200
| +3% | +$30.6K | 0.53% | 34 |
|
|
2013
Q4 | $1.09M | Buy |
6,985
+4,520
| +183% | +$705K | 0.5% | 38 |
|
|
2013
Q3 | $358K | Buy |
+2,465
| New | +$358K | 0.19% | 48 |
|