Steward Financial Group’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$4K	Buy	+31	New	+$4K	﹤0.01%	713
2023 Q2	–	Sell	-33	Closed	-$3K	–	635
2023 Q1	$3K	Buy	+33	New	+$3K	﹤0.01%	409
2022 Q3	–	Sell	-8	Closed	–	–	487
2022 Q2	$0	Buy	+8	New	–	﹤0.01%	1089