CreativeOne Wealth’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,851	Closed	-$206K	–	735
2022 Q1	$206K	Sell	1,851 -317	-15%	-$35.3K	0.01%	697
2021 Q4	$294K	Buy	2,168 +441	+26%	+$59.8K	0.01%	598
2021 Q3	$231K	Buy	+1,727	New	+$231K	0.01%	622