Northwest & Ethical Investments’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$458K	Buy	+1,700	New	+$458K	0.01%	399
2021 Q4	–	Sell	-8,164	Closed	-$1.09M	–	413
2021 Q3	$1.09M	Buy	8,164 +452	+6%	+$60.4K	0.04%	286
2021 Q2	$1.09M	Sell	7,712 -7,408	-49%	-$1.04M	0.04%	298
2021 Q1	$1.99M	Buy	+15,120	New	+$1.99M	0.07%	269