Great Lakes Advisors’s EverCommerce EVCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-203,420
Closed -$1.92M 857
2024
Q1
$1.92M Sell
203,420
-443
-0.2% -$4.17K 0.02% 474
2023
Q4
$2.25M Buy
203,863
+61,236
+43% +$675K 0.02% 444
2023
Q3
$1.43M Buy
142,627
+84,147
+144% +$844K 0.01% 489
2023
Q2
$692K Sell
58,480
-32,249
-36% -$382K 0.01% 563
2023
Q1
$960K Buy
+90,729
New +$960K 0.01% 578