Balasa Dinverno & Foltz’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,813
Closed -$451K 345
2022
Q2
$451K Buy
+4,813
New +$451K 0.03% 210