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Caldwell Investment Management’s Evercore EVR Stock Holding History

Caldwell Investment Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,850
Closed -$1.34M – 35
2021
Q4 		$1.34M Buy
+9,850
New +$1.34M 1.05% 24