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Kaizen Advisory’s Evercore EVR Stock Holding History

Kaizen Advisory’s Portfolio EVR Stock Details EVR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,492
Closed -$1.21M – 583
2018
Q2 		$1.21M Buy
11,492
+8,606
+298% +$908K 0.62% 35
2018
Q1 		$252K Buy
+2,886
New +$252K 0.25% 83