First Personal Financial Services’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-39	Closed	-$3K	–	602
2019 Q2	$3K	Hold	39	–	–	﹤0.01%	633
2019 Q1	$4K	Hold	39	–	–	﹤0.01%	615
2018 Q4	$3K	Hold	39	–	–	﹤0.01%	608
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	624
2018 Q2	$4K	Sell	39 -157	-80%	-$16.2K	﹤0.01%	593
2018 Q1	$17K	Hold	196	–	–	﹤0.01%	660
2017 Q4	$18K	Buy	196 +39	+25%	+$3.25K	﹤0.01%	663
2017 Q3	$13K	Buy	157 +140	+824%	+$10.5K	﹤0.01%	655
2017 Q2	$1K	Sell	17 -442	-96%	-$32.1K	﹤0.01%	847
2017 Q1	$36K	Sell	459 -404	-47%	-$31.4K	0.01%	459
2016 Q4	$59K	Buy	863 +846	+4,976%	+$52K	0.02%	348
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	780
2016 Q2	$1K	Buy	+17	New	+$846	﹤0.01%	788