International Assets Investment Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-171,880	Closed	-$678	–	1134
2024 Q3	$678	Buy	+171,880	New	+$678	﹤0.01%	1263
2021 Q2	–	Sell	-400	Closed	-$44K	–	921
2021 Q1	$44K	Hold	400	–	–	﹤0.01%	1000
2020 Q4	$44K	Buy	+400	New	+$44K	0.01%	881