B. Riley Wealth Management’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-250
Closed -$14K 1088
2014
Q2
$14K Sell
250
-1,104
-82% -$61.8K 0.01% 746
2014
Q1
$75K Buy
+1,354
New +$75K 0.06% 371