Pinkerton Retirement Specialists’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,176	Closed	-$201K	–	138
2023 Q4	$201K	Sell	1,176 -2,124	-64%	-$363K	0.04%	125
2023 Q3	$455K	Buy	+3,300	New	+$455K	0.1%	93
2023 Q2	–	Sell	-6,944	Closed	-$801K	–	147
2023 Q1	$801K	Buy	+6,944	New	+$801K	0.15%	95