WR Wealth Planners’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9
| Closed | -$3.53K | – | 1125 |
|
|
2024
Q3 | $3.53K | Hold |
9
| – | – | ﹤0.01% | 800 |
|
|
2024
Q2 | $3.43K | Sell |
9
-2
| -18% | -$762 | ﹤0.01% | 780 |
|
|
2024
Q1 | $4.37K | Buy |
+11
| New | +$4.37K | ﹤0.01% | 745 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$1.86K | – | 374 |
|
|
2023
Q3 | $1.86K | Sell |
5
-12
| -71% | -$4.46K | ﹤0.01% | 783 |
|
|
2023
Q2 | $5.81K | Sell |
17
-12
| -41% | -$4.1K | ﹤0.01% | 657 |
|
|
2023
Q1 | $10.4K | Buy |
29
+24
| +480% | +$8.59K | ﹤0.01% | 545 |
|
|
2022
Q4 | $1.66K | Hold |
5
| – | – | ﹤0.01% | 401 |
|
|
2022
Q3 | $1.31K | Hold |
5
| – | – | ﹤0.01% | 408 |
|
|
2022
Q2 | $1.4K | Hold |
5
| – | – | ﹤0.01% | 438 |
|
|
2022
Q1 | $1.51K | Buy |
+5
| New | +$1.51K | ﹤0.01% | 447 |
|