Wetzel Investment Advisors’s Evercore EVR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-63	Closed	-$11.7K	–	956
2024 Q1	$11.7K	Buy	63 +7	+13%	+$1.3K	0.01%	496
2023 Q4	$10K	Buy	+56	New	+$10K	0.01%	514