Essex Investment Management’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 |
-185,062
| Closed | -$1.86M | – | 344 |
|
|
2023
Q3 | $1.86M | Sell |
185,062
-1,289
| -0.7% | -$12.9K | 0.3% | 111 |
|
|
2023
Q2 | $2.21M | Buy |
186,351
+27,130
| +17% | +$321K | 0.31% | 113 |
|
|
2023
Q1 | $1.68M | Buy |
159,221
+30,623
| +24% | +$324K | 0.24% | 130 |
|
|
2022
Q4 | $957K | Sell |
128,598
-1,301
| -1% | -$9.68K | 0.15% | 202 |
|
|
2022
Q3 | $1.42M | Buy |
129,899
+9,500
| +8% | +$104K | 0.23% | 138 |
|
|
2022
Q2 | $1.09M | Sell |
120,399
-1,977
| -2% | -$17.9K | 0.18% | 175 |
|
|
2022
Q1 | $1.62M | Buy |
+122,376
| New | +$1.62M | 0.2% | 155 |
|