San Francisco Sentry Investment Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	$113K	Hold	800	–	–	0.06%	264
2021 Q1	$105K	Hold	800	–	–	0.04%	288
2020 Q4	$88K	Hold	800	–	–	0.04%	287
2020 Q3	$52K	Hold	800	–	–	0.03%	324
2020 Q2	$47K	Sell	800 -1,416	-64%	-$83.2K	0.03%	335
2020 Q1	$102K	Sell	2,216 -1,584	-42%	-$72.9K	0.06%	212
2019 Q4	$284K	Hold	3,800	–	–	0.13%	165
2019 Q3	$304K	Hold	3,800	–	–	0.14%	152
2019 Q2	$337K	Hold	3,800	–	–	0.15%	139
2019 Q1	$346K	Hold	3,800	–	–	0.15%	139
2018 Q4	$272K	Sell	3,800 -2,000	-34%	-$143K	0.13%	139
2018 Q3	$583K	Sell	5,800 -100	-2%	-$10.1K	0.22%	92
2018 Q2	$622K	Hold	5,900	–	–	0.26%	73
2018 Q1	$514K	Hold	5,900	–	–	0.15%	140
2017 Q4	$531K	Hold	5,900	–	–	0.16%	134
2017 Q3	$473K	Hold	5,900	–	–	0.16%	145
2017 Q2	$416K	Buy	+5,900	New	+$416K	0.15%	142