HM Payson & Co’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-131	Closed	-$25.2K	–	1010
2024 Q1	$25.2K	Hold	131	–	–	﹤0.01%	709
2023 Q4	$22.4K	Sell	131 -131	-50%	-$22.4K	﹤0.01%	720
2023 Q3	$36.1K	Buy	+262	New	+$36.1K	﹤0.01%	642