Vivid Wealth Management’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,055
Closed -$419K 73
2024
Q1
$419K Buy
1,055
+19
+2% +$7.55K 0.26% 64
2023
Q4
$366K Buy
+1,036
New +$366K 0.25% 67