Valeo Financial Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16
| Closed | -$4K | – | 804 |
|
|
2021
Q1 | $4K | Buy |
16
+2
| +14% | +$500 | ﹤0.01% | 1524 |
|
|
2020
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q3 | $3K | Sell |
14
-13
| -48% | -$2.79K | ﹤0.01% | 1291 |
|
|
2020
Q2 | $6K | Buy |
27
+10
| +59% | +$2.22K | ﹤0.01% | 1364 |
|
|
2020
Q1 | $4K | Buy |
17
+3
| +21% | +$706 | ﹤0.01% | 1289 |
|
|
2019
Q4 | $4K | Hold |
14
| – | – | ﹤0.01% | 1321 |
|
|
2019
Q3 | $4K | Hold |
14
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q2 | $3K | Hold |
14
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q1 | $3K | Buy |
14
+2
| +17% | +$429 | ﹤0.01% | 1274 |
|
|
2018
Q4 | $3K | Sell |
12
-4
| -25% | -$1K | ﹤0.01% | 1191 |
|
|
2018
Q3 | $4K | Sell |
16
-300
| -95% | -$75K | ﹤0.01% | 1251 |
|
|
2018
Q2 | $68K | Sell |
316
-184
| -37% | -$39.6K | 0.01% | 478 |
|
|
2018
Q1 | $128K | Buy |
500
+200
| +67% | +$51.2K | 0.02% | 317 |
|
|
2017
Q4 | $66K | Sell |
300
-300
| -50% | -$66K | 0.01% | 423 |
|
|
2017
Q3 | $137K | Buy |
+600
| New | +$137K | 0.03% | 245 |
|