Portside Wealth Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$324K	Buy	+1,200	New	+$324K	0.05%	334
2025 Q1	–	Sell	-935	Closed	-$259K	–	428
2024 Q4	$259K	Sell	935 -37	-4%	-$10.3K	0.04%	353
2024 Q3	$246K	Buy	+972	New	+$246K	0.04%	339