Caprock Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,782	Closed	-$235K	–	528
2021 Q1	$235K	Buy	+1,782	New	+$235K	0.03%	411
2017 Q2	–	Sell	-3,685	Closed	-$287K	–	440
2017 Q1	$287K	Buy	+3,685	New	+$287K	0.07%	256