HighPoint Advisor Group’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-6,794
Closed -$616K 492
2019
Q1
$616K Sell
6,794
-125
-2% -$11.3K 0.15% 136
2018
Q4
$635K Buy
+6,919
New +$635K 0.17% 140