Weld 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-894
| Closed | -$225K | – | 58 |
|
|
2021
Q2 | $225K | Buy |
+894
| New | +$225K | 0.23% | 190 |
|
|
2020
Q4 | – | Sell |
-5,679
| Closed | -$1.12M | – | 523 |
|
|
2020
Q3 | $1.12M | Buy |
+5,679
| New | +$1.12M | 0.44% | 51 |
|
|
2020
Q2 | – | Sell |
-2,943
| Closed | -$566K | – | 511 |
|
|
2020
Q1 | $566K | Buy |
+2,943
| New | +$566K | 0.29% | 117 |
|
|
2019
Q4 | – | Sell |
-2,206
| Closed | -$587K | – | 687 |
|
|
2019
Q3 | $587K | Buy |
+2,206
| New | +$587K | 0.11% | 328 |
|