EWM
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Evercore Wealth Management’s SouthState SSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-53,548
Closed -$3.87M 441
2020
Q4
$3.87M Buy
+53,548
New +$3.87M 0.08% 108
2020
Q3
Sell
-53,565
Closed -$2.55M 387
2020
Q2
$2.55M Buy
+53,565
New +$2.55M 0.07% 127