Aevitas Wealth Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-301
Closed -$26K 449
2018
Q1
$26K Buy
301
+1
+0.3% +$86 0.03% 233
2017
Q4
$27K Buy
+300
New +$27K 0.03% 233