Virtus Family Office’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,352	Closed	-$1.31M	–	43
2023 Q1	$1.31M	Sell	11,352 -95	-0.8%	-$11K	2.59%	15
2022 Q4	$1.25M	Buy	11,447 +1,936	+20%	+$211K	2.79%	15
2022 Q3	$782K	Buy	+9,511	New	+$782K	2%	27