Cornerstone Planning Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-33	Closed	-$4.08K	–	1243
2023 Q2	$4.08K	Buy	+33	New	+$4.08K	﹤0.01%	963
2022 Q4	$4.06K	Buy	+33	New	+$4.06K	﹤0.01%	976