WFG Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $22K | Hold |
86
| – | – | 0.01% | 917 |
|
|
2017
Q1 | $20K | Buy |
86
+1
| +1% | +$233 | 0.01% | 878 |
|
|
2016
Q4 | $18K | Hold |
85
| – | – | ﹤0.01% | 958 |
|
|
2016
Q3 | $16K | Sell |
85
-1
| -1% | -$188 | ﹤0.01% | 992 |
|
|
2016
Q2 | $16K | Hold |
86
| – | – | ﹤0.01% | 965 |
|
|
2016
Q1 | $17K | Buy |
86
+2
| +2% | +$395 | ﹤0.01% | 918 |
|
|
2015
Q4 | $15K | Buy |
84
+1
| +1% | +$179 | ﹤0.01% | 965 |
|
|
2015
Q3 | $14K | Buy |
83
+1
| +1% | +$169 | ﹤0.01% | 992 |
|
|
2015
Q2 | $15K | Hold |
82
| – | – | ﹤0.01% | 1058 |
|
|
2015
Q1 | $14K | Buy |
82
+1
| +1% | +$171 | ﹤0.01% | 1093 |
|
|
2014
Q4 | $14K | Hold |
81
| – | – | ﹤0.01% | 1333 |
|
|
2014
Q3 | $13K | Buy |
81
+1
| +1% | +$160 | ﹤0.01% | 1392 |
|
|
2014
Q2 | $13K | Hold |
80
| – | – | ﹤0.01% | 1399 |
|
|
2014
Q1 | $12K | Hold |
80
| – | – | ﹤0.01% | 1405 |
|
|
2013
Q4 | $12K | Buy |
80
+1
| +1% | +$150 | ﹤0.01% | 1518 |
|
|
2013
Q3 | $12K | Hold |
79
| – | – | ﹤0.01% | 1454 |
|
|
2013
Q2 | $10K | Buy |
+79
| New | +$10K | ﹤0.01% | 1439 |
|