MGB Wealth Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,078	Closed	-$215K	–	313
2025 Q1	$215K	Hold	1,078	–	–	0.08%	195
2024 Q4	$299K	Buy	+1,078	New	+$299K	0.09%	155