NewSquare Capital’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.3K	Sell	38 -16	-30%	-$4.32K	﹤0.01%	637
2025 Q1	$10.8K	Buy	54 +52	+2,600%	+$10.4K	﹤0.01%	523
2024 Q4	$554	Buy	+2	New	+$554	﹤0.01%	703