Advisor Resource Council’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-14,057	Closed	-$1.91M	–	307
2021 Q4	$1.91M	Buy	14,057 +8,446	+151%	+$1.15M	0.15%	148
2021 Q3	$750K	Sell	5,611 -3,189	-36%	-$426K	0.23%	107
2021 Q2	$1.24M	Buy	+8,800	New	+$1.24M	0.13%	176