Spire Wealth Management’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-633	Closed	-$86K	–	2630
2021 Q4	$86K	Buy	+633	New	+$86K	﹤0.01%	1471
2021 Q2	–	Sell	-833	Closed	-$108K	–	2695
2021 Q1	$108K	Buy	+833	New	+$108K	﹤0.01%	1369