Kestra Advisory Services’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,683	Closed	-$237K	–	2129
2021 Q2	$237K	Sell	1,683 -83	-5%	-$11.7K	﹤0.01%	1741
2021 Q1	$233K	Buy	+1,766	New	+$233K	﹤0.01%	1623