Optimum Investment Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-200	Closed	-$22K	–	927
2020 Q4	$22K	Hold	200	–	–	0.01%	613
2020 Q3	$13K	Sell	200 -200	-50%	-$12.1K	﹤0.01%	663
2020 Q2	$24K	Sell	400 -66	-14%	-$3.59K	0.01%	571
2020 Q1	$21K	Buy	466 +1	+0.2%	+$67	0.01%	562
2019 Q4	$35K	Buy	465 +65	+16%	+$4.95K	0.01%	578
2019 Q3	$32K	Hold	400	–	–	0.01%	595
2019 Q2	$35K	Hold	400	–	–	0.01%	577
2019 Q1	$36K	Hold	400	–	–	0.01%	577
2018 Q4	$29K	Hold	400	–	–	0.01%	573
2018 Q3	$40K	Hold	400	–	–	0.01%	578
2018 Q2	$42K	Hold	400	–	–	0.01%	564
2018 Q1	$35K	Buy	+400	New	+$37.7K	0.01%	593
2014 Q3	–	Sell	-1,000	Closed	-$58K	–	933
2014 Q2	$58K	Hold	1,000	–	–	0.02%	448
2014 Q1	$55K	Hold	1,000	–	–	0.02%	384
2013 Q4	$60K	Hold	1,000	–	–	0.02%	371
2013 Q3	$49K	Buy	+1,000	New	+$46K	0.02%	373