InterOcean Capital Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$283K	Buy	1,470 +13	+0.9%	+$2.5K	0.01%	397
2023 Q4	$249K	Hold	1,457	–	–	0.01%	402
2023 Q3	$201K	Buy	+1,457	New	+$201K	0.01%	419
2021 Q3	–	Sell	-1,457	Closed	-$205K	–	255
2021 Q2	$205K	Buy	+1,457	New	+$205K	0.01%	236