True Wealth Design’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.78K | Buy |
17
+8
| +89% | +$2.72K | ﹤0.01% | 752 |
|
|
2025
Q1 | $3.27K | Buy |
+9
| New | +$3.27K | ﹤0.01% | 824 |
|
|
2024
Q4 | – | Sell |
-9
| Closed | -$3.53K | – | 1409 |
|
|
2024
Q3 | $3.53K | Sell |
9
-2,294
| -100% | -$899K | ﹤0.01% | 654 |
|
|
2024
Q2 | $877K | Buy |
2,303
+7
| +0.3% | +$2.67K | 0.22% | 57 |
|
|
2024
Q1 | $913K | Buy |
+2,296
| New | +$913K | 0.23% | 52 |
|