WealthTrak Capital Management’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	$680	Buy	+2	New	+$680	﹤0.01%	591
2025 Q1	–	Sell	-2	Closed	-$725	–	1018
2024 Q4	$725	Buy	+2	New	+$725	﹤0.01%	497