RegentAtlantic Capital’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,447	Closed	-$272K	–	682
2022 Q1	$272K	Sell	2,447 -9	-0.4%	-$1K	0.01%	591
2021 Q4	$334K	Buy	+2,456	New	+$334K	0.01%	545