Castleview Partners’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,275	Closed	-$83	–	810
2021 Q4	$83	Buy	+11,275	New	+$83	﹤0.01%	837
2021 Q2	$25K	Buy	+179	New	+$25K	0.01%	521