Wealthspire Advisors (Maryland)’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-86
| Closed | -$19K | – | 910 |
|
|
2019
Q1 | $19K | Sell |
86
-6
| -7% | -$1.33K | ﹤0.01% | 1294 |
|
|
2018
Q4 | $20K | Buy |
92
+16
| +21% | +$3.48K | ﹤0.01% | 1200 |
|
|
2018
Q3 | $17K | Sell |
76
-2
| -3% | -$447 | ﹤0.01% | 1361 |
|
|
2018
Q2 | $18K | Buy |
78
+12
| +18% | +$2.77K | ﹤0.01% | 1346 |
|
|
2018
Q1 | $17K | Sell |
66
-5
| -7% | -$1.29K | ﹤0.01% | 1342 |
|
|
2017
Q4 | $16K | Buy |
71
+1
| +1% | +$225 | ﹤0.01% | 1397 |
|
|
2017
Q3 | $16K | Sell |
70
-4
| -5% | -$914 | ﹤0.01% | 1377 |
|
|
2017
Q2 | $19K | Sell |
74
-1
| -1% | -$257 | ﹤0.01% | 1283 |
|
|
2017
Q1 | $18K | Buy |
75
+4
| +6% | +$960 | ﹤0.01% | 1118 |
|
|
2016
Q4 | $15K | Hold |
71
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q3 | $13K | Sell |
71
-24
| -25% | -$4.39K | ﹤0.01% | 1180 |
|
|
2016
Q2 | $17K | Sell |
95
-418
| -81% | -$74.8K | ﹤0.01% | 1043 |
|
|
2016
Q1 | $101K | Buy |
513
+293
| +133% | +$57.7K | 0.02% | 516 |
|
|
2015
Q4 | $40K | Buy |
+220
| New | +$40K | 0.01% | 775 |
|