WealthPLAN Partners’s Evercore EVR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-250
Closed -$11 994
2016
Q2
$11 Buy
+250
New +$11 ﹤0.01% 2524
2015
Q4
$32 Buy
+610
New +$32 ﹤0.01% 1694