Certuity’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
+1,099
New +$297K 0.03% 299
2025
Q1
Sell
-904
Closed -$251K 413
2024
Q4
$251K Buy
+904
New +$251K 0.03% 295