Ameriprise’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-42,385
| Closed | -$425K | – | 3919 |
|
2023
Q3 | $425K | Hold |
42,385
| – | – | ﹤0.01% | 3472 |
|
2023
Q2 | $502K | Sell |
42,385
-980
| -2% | -$11.6K | ﹤0.01% | 3439 |
|
2023
Q1 | $459K | Buy |
43,365
+23,614
| +120% | +$250K | ﹤0.01% | 3463 |
|
2022
Q4 | $147K | Hold |
19,751
| – | – | ﹤0.01% | 3757 |
|
2022
Q3 | $216K | Buy |
+19,751
| New | +$216K | ﹤0.01% | 3671 |
|