DiNuzzo Private Wealth’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2
| Closed | -$23 | – | 1392 |
|
|
2024
Q4 | $23 | Hold |
2
| – | – | ﹤0.01% | 1396 |
|
|
2024
Q3 | $21 | Hold |
2
| – | – | ﹤0.01% | 1421 |
|
|
2024
Q2 | $22 | Sell |
2
-2
| -50% | -$22 | ﹤0.01% | 1397 |
|
|
2024
Q1 | $38 | Buy |
4
+1
| +33% | +$10 | ﹤0.01% | 1339 |
|
|
2023
Q4 | $34 | Buy |
+3
| New | +$34 | ﹤0.01% | 1371 |
|