Richardson Financial Services’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-63	Closed	-$12.1K	–	600
2024 Q1	$12.1K	Sell	63 -39	-38%	-$7.51K	0.01%	386
2023 Q4	$17.4K	Buy	+102	New	+$17.4K	0.02%	279