Ropes Wealth Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-22	Closed	-$2K	–	424
2020 Q4	$2K	Buy	+22	New	+$2K	﹤0.01%	641
2018 Q2	–	Sell	-20	Closed	-$2K	–	569
2018 Q1	$2K	Buy	+20	New	+$2K	﹤0.01%	535