Wealthspire Advisors (Maryland)’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-86	Closed	-$19K	–	896
2019 Q1	$19K	Sell	86 -6	-7%	-$1.31K	﹤0.01%	1294
2018 Q4	$20K	Buy	92 +16	+21%	+$3.48K	﹤0.01%	1201
2018 Q3	$17K	Sell	76 -2	-3%	-$448	﹤0.01%	1363
2018 Q2	$18K	Buy	78 +12	+18%	+$2.82K	﹤0.01%	1348
2018 Q1	$17K	Sell	66 -5	-7%	-$1.2K	﹤0.01%	1342
2017 Q4	$16K	Buy	71 +1	+1%	+$225	﹤0.01%	1397
2017 Q3	$16K	Sell	70 -4	-5%	-$1.01K	﹤0.01%	1377
2017 Q2	$19K	Sell	74 -1	-1%	-$247	﹤0.01%	1283
2017 Q1	$18K	Buy	75 +4	+6%	+$913	﹤0.01%	1118
2016 Q4	$15K	Hold	71	–	–	﹤0.01%	1098
2016 Q3	$13K	Sell	71 -24	-25%	-$4.51K	﹤0.01%	1180
2016 Q2	$17K	Sell	95 -418	-81%	-$76.8K	﹤0.01%	1043
2016 Q1	$101K	Buy	513 +293	+133%	+$54.1K	0.02%	516
2015 Q4	$40K	Buy	+220	New	+$40K	0.01%	775