Castellan Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24,495	Closed	-$2.83M	–	63
2023 Q1	$2.83M	Buy	+24,495	New	+$2.83M	1.93%	20
2021 Q4	–	Sell	-16,150	Closed	-$2.16M	–	78
2021 Q3	$2.16M	Buy	+16,150	New	+$2.16M	1.11%	26