WR Wealth Planners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.53K | Hold |
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|
2024
Q2 | $3.43K | Sell |
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|
2024
Q1 | $4.37K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.86K | Sell |
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|
2023
Q2 | $5.81K | Sell |
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|
2023
Q1 | $10.4K | Buy |
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|
2022
Q4 | $1.66K | Hold |
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|
2022
Q3 | $1.31K | Hold |
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|
2022
Q2 | $1.4K | Hold |
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|
2022
Q1 | $1.51K | Buy |
|