San Luis Wealth Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,920	Closed	-$1.08M	–	162
2022 Q4	$1.08M	Buy	9,920 +1,300	+15%	+$142K	1.01%	28
2022 Q3	$709K	Buy	+8,620	New	+$709K	0.74%	37