Edgestream Partners’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 |
-51,754
| Closed | -$570K | – | 895 |
|
|
2024
Q4 | $570K | Sell |
51,754
-23
| -0% | -$253 | 0.02% | 667 |
|
|
2024
Q3 | $536K | Buy |
+51,777
| New | +$536K | 0.02% | 687 |
|
|
2024
Q2 | – | Sell |
-13,025
| Closed | -$123K | – | 902 |
|
|
2024
Q1 | $123K | Buy |
+13,025
| New | +$123K | 0.01% | 782 |
|