KW
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Keyvantage Wealth’s Evercore EVR Stock Holding History

Keyvantage Wealth’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-956
Closed -$265K – 97
2024
Q4 		$265K Buy
+956
New +$265K 0.19% 77