Westover Capital Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,864
| Closed | -$565K | – | 83 |
|
|
2016
Q1 | $565K | Sell |
2,864
-148
| -5% | -$29.2K | 0.48% | 57 |
|
|
2015
Q4 | $551K | Sell |
3,012
-135
| -4% | -$24.7K | 0.46% | 55 |
|
|
2015
Q3 | $546K | Sell |
3,147
-2,494
| -44% | -$433K | 0.47% | 57 |
|
|
2015
Q2 | $1.03M | Buy |
5,641
+653
| +13% | +$119K | 0.82% | 40 |
|
|
2015
Q1 | $868K | Buy |
4,988
+200
| +4% | +$34.8K | 0.7% | 45 |
|
|
2014
Q4 | $815K | Buy |
4,788
+92
| +2% | +$15.7K | 0.7% | 45 |
|
|
2014
Q3 | $761K | Buy |
4,696
+664
| +16% | +$108K | 0.62% | 50 |
|
|
2014
Q2 | $647K | Buy |
+4,032
| New | +$647K | 0.55% | 55 |
|