Elevated Capital Advisors’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	-738	Closed	-$205K	–	256
2024 Q4	$205K	Buy	+738	New	+$205K	0.06%	260