Sheets Smith Wealth Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-12,155	Closed	-$672K	–	268
2014 Q1	$672K	Buy	12,155 +462	+4%	+$25.5K	0.19%	147
2013 Q4	$699K	Buy	11,693 +713	+6%	+$42.6K	0.19%	138
2013 Q3	$541K	Buy	+10,980	New	+$541K	0.18%	160