CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Evolution Petroleum EPM Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,220
Closed -$7K – 2648
2022
Q2 		$7K Hold
1,220
– – ﹤0.01% 3918
2022
Q1 		$8K Sell
1,220
-46
-4% -$296 ﹤0.01% 3905
2021
Q4 		$6K Hold
1,266
– – ﹤0.01% 3978
2021
Q3 		$7K Hold
1,266
– – ﹤0.01% 3799
2021
Q2 		$6K Sell
1,266
-173
-12% -$680 ﹤0.01% 3775
2021
Q1 		$5K Buy
+1,439
New +$4.96K ﹤0.01% 3726

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