Allworth Financial’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21 | Sell |
2
-240
| -99% | -$2.52K | ﹤0.01% | 4507 |
|
|
2025
Q1 | $2.48K | Buy |
+242
| New | +$2.48K | ﹤0.01% | 3112 |
|
|
2024
Q1 | – | Sell |
-13
| Closed | -$144 | – | 3628 |
|
|
2023
Q4 | $144 | Sell |
13
-16
| -55% | -$177 | ﹤0.01% | 3320 |
|
|
2023
Q3 | $291 | Hold |
29
| – | – | ﹤0.01% | 3178 |
|
|
2023
Q2 | $344 | Hold |
29
| – | – | ﹤0.01% | 2973 |
|
|
2023
Q1 | $307 | Hold |
29
| – | – | ﹤0.01% | 2933 |
|
|
2022
Q4 | $216 | Buy |
+29
| New | +$216 | ﹤0.01% | 2770 |
|