USA Financial Formulas’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3
| Closed | -$1.06K | – | 341 |
|
2023
Q4 | $1.06K | Sell |
3
-2,038
| -100% | -$721K | ﹤0.01% | 325 |
|
2023
Q3 | $759K | Sell |
2,041
-349
| -15% | -$130K | 1.13% | 20 |
|
2023
Q2 | $817K | Sell |
2,390
-53
| -2% | -$18.1K | 1.25% | 24 |
|
2023
Q1 | $875K | Buy |
+2,443
| New | +$875K | 1.42% | 26 |
|
2017
Q3 | – | Sell |
-1,837
| Closed | -$468K | – | 274 |
|
2017
Q2 | $468K | Buy |
+1,837
| New | +$468K | 0.11% | 174 |
|