BOSSRA
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B.O.S.S. Retirement Advisors’s Evercore EVR Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,144
Closed -$290K – 219
2024
Q3 		$290K Buy
+1,144
New +$290K 0.06% 178