Kestra Private Wealth Services’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,872	Closed	-$208K	–	942
2022 Q1	$208K	Sell	1,872 -218	-10%	-$24.2K	0.01%	881
2021 Q4	$284K	Buy	2,090 +105	+5%	+$14.3K	0.01%	784
2021 Q3	$265K	Sell	1,985 -209	-10%	-$27.9K	0.01%	758
2021 Q2	$309K	Buy	+2,194	New	+$309K	0.02%	667