FormulaFolio Investments’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,877	Closed	-$290K	–	308
2019 Q4	$290K	Sell	3,877 -50	-1%	-$3.74K	0.01%	312
2019 Q3	$315K	Buy	+3,927	New	+$315K	0.01%	274