Washington Trust Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23K | Hold |
9
| – | – | ﹤0.01% | 589 |
|
|
2025
Q1 | $3.45K | Buy |
9
+1
| +13% | +$383 | ﹤0.01% | 580 |
|
|
2024
Q4 | $2.95K | Buy |
8
+1
| +14% | +$368 | ﹤0.01% | 600 |
|
|
2024
Q3 | $2.89K | Hold |
7
| – | – | ﹤0.01% | 618 |
|
|
2024
Q2 | $2.52K | Hold |
7
| – | – | ﹤0.01% | 620 |
|
|
2024
Q1 | $2.63K | Hold |
7
| – | – | ﹤0.01% | 630 |
|
|
2023
Q4 | $2.34K | Hold |
7
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $2.46K | Buy |
+7
| New | +$2.46K | ﹤0.01% | 630 |
|