Arkadios Wealth Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-49	Closed	-$6K	–	926
2021 Q3	$6K	Hold	49	–	–	﹤0.01%	1555
2021 Q2	$6K	Buy	49 +11	+29%	+$1.35K	﹤0.01%	1665
2021 Q1	$5K	Buy	+38	New	+$5K	﹤0.01%	1360