United Asset Strategies’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,381	Closed	-$1.1M	–	215
2021 Q3	$1.1M	Buy	+4,381	New	+$1.1M	0.14%	113