Fourth Dimension Wealth’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-615	Closed	-$123K	–	616
2025 Q1	$123K	Buy	615 +358	+139%	+$71.5K	0.06%	143
2024 Q4	$71.2K	Buy	+257	New	+$71.2K	0.04%	185