Valley National Advisers’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5
| Closed | -$1K | – | 859 |
|
|
2024
Q2 | $1K | Buy |
5
+2
| +67% | +$400 | ﹤0.01% | 1027 |
|
|
2024
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q4 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 1055 |
|
|
2023
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 915 |
|
|
2017
Q4 | – | Sell |
-3
| Closed | -$1K | – | 684 |
|
|
2017
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 595 |
|
|
2017
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 553 |
|
|
2017
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 558 |
|
|
2016
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 594 |
|
|
2016
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 572 |
|
|
2016
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 564 |
|