Confluence Wealth Services’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	-186	Closed	-$25K	–	515
2021 Q4	$25K	Buy	+186	New	+$25K	0.01%	668