Wealthfront’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-868
| Closed | -$200K | – | 515 |
|
|
2018
Q2 | $200K | Buy |
+868
| New | +$200K | ﹤0.01% | 496 |
|
|
2017
Q4 | – | Sell |
-2,842
| Closed | -$649K | – | 506 |
|
|
2017
Q3 | $649K | Buy |
+2,842
| New | +$649K | 0.01% | 276 |
|
|
2015
Q4 | – | Sell |
-193
| Closed | -$33K | – | 495 |
|
|
2015
Q3 | $33K | Buy |
193
+9
| +5% | +$1.54K | ﹤0.01% | 599 |
|
|
2015
Q2 | $33K | Buy |
184
+152
| +475% | +$27.3K | ﹤0.01% | 545 |
|
|
2015
Q1 | $6K | Buy |
32
+31
| +3,100% | +$5.81K | ﹤0.01% | 741 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 758 |
|