Diversified Trust’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,656
Closed -$218K 823
2021
Q1
$218K Sell
1,656
-307
-16% -$40.4K 0.01% 664
2020
Q4
$215K Buy
+1,963
New +$215K 0.01% 633