WBI Investments’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 | – | Sell |
-833
| Closed | -$303K | – | 284 |
|
|
2025
Q1 | $303K | Buy |
+833
| New | +$303K | 0.08% | 179 |
|
|
2022
Q3 | – | Sell |
-4,159
| Closed | -$1.17M | – | 120 |
|
|
2022
Q2 | $1.17M | Buy |
+4,159
| New | +$1.17M | 0.25% | 61 |
|
|
2021
Q4 | – | Sell |
-8,053
| Closed | -$1.99M | – | 189 |
|
|
2021
Q3 | $1.99M | Buy |
+8,053
| New | +$1.99M | 0.33% | 83 |
|
|
2019
Q3 | – | Sell |
-7,362
| Closed | -$1.82M | – | 227 |
|
|
2019
Q2 | $1.82M | Sell |
7,362
-5,493
| -43% | -$1.36M | 0.16% | 123 |
|
|
2019
Q1 | $2.78M | Buy |
+12,855
| New | +$2.78M | 0.21% | 92 |
|
|
2017
Q3 | – | Sell |
-12,801
| Closed | -$3.26M | – | 314 |
|
|
2017
Q2 | $3.26M | Sell |
12,801
-56,618
| -82% | -$14.4M | 0.14% | 112 |
|
|
2017
Q1 | $16.2M | Sell |
69,419
-33,311
| -32% | -$7.79M | 0.72% | 38 |
|
|
2016
Q4 | $22.2M | Buy |
+102,730
| New | +$22.2M | 0.96% | 25 |
|