Baystate Wealth Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-27	Closed	-$3.36K	–	1053
2023 Q2	$3.36K	Hold	27	–	–	﹤0.01%	770
2023 Q1	$3.12K	Buy	+27	New	+$3.12K	﹤0.01%	769