Meritage Portfolio Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-42,951	Closed	-$1.98M	–	215
2020 Q1	$1.98M	Buy	+42,951	New	+$1.98M	0.27%	108