Zeke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $240K | Sell |
723
-291
| -29% | -$96.4K | 0.02% | 396 |
|
|
2022
Q3 | $266K | Sell |
1,014
-134
| -12% | -$35.2K | 0.02% | 347 |
|
|
2022
Q2 | $321K | Hold |
1,148
| – | – | 0.02% | 303 |
|
|
2022
Q1 | $346K | Buy |
+1,148
| New | +$346K | 0.02% | 322 |
|
|
2020
Q1 | – | Sell |
-969
| Closed | -$268K | – | 320 |
|
|
2019
Q4 | $268K | Hold |
969
| – | – | 0.02% | 478 |
|
|
2019
Q3 | $258K | Sell |
969
-6,818
| -88% | -$1.82M | 0.02% | 477 |
|
|
2019
Q2 | $1.93M | Sell |
7,787
-2,808
| -27% | -$694K | 0.18% | 98 |
|
|
2019
Q1 | $2.29M | Sell |
10,595
-203
| -2% | -$43.8K | 0.21% | 90 |
|
|
2018
Q4 | $2.35M | Buy |
10,798
+3,808
| +54% | +$829K | 0.22% | 82 |
|
|
2018
Q3 | $1.6M | Sell |
6,990
-5,647
| -45% | -$1.29M | 0.13% | 140 |
|
|
2018
Q2 | $2.91M | Buy |
12,637
+2,344
| +23% | +$540K | 0.27% | 66 |
|
|
2018
Q1 | $2.64M | Buy |
10,293
+6,911
| +204% | +$1.77M | 0.24% | 74 |
|
|
2017
Q4 | $748K | Buy |
+3,382
| New | +$748K | 0.08% | 207 |
|