Continuum Advisory’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23	Closed	-$6.38K	–	1765
2024 Q4	$6.38K	Hold	23	–	–	﹤0.01%	1085
2024 Q3	$6.89K	Buy	23 +13	+130%	+$3.9K	﹤0.01%	1086
2024 Q2	$2.08K	Hold	10	–	–	﹤0.01%	1289
2024 Q1	$1.95K	Buy	+10	New	+$1.95K	﹤0.01%	1307