JFS Wealth Advisors’s EverCommerce EVCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42 | Hold |
4
| – | – | ﹤0.01% | 1837 |
|
|
2025
Q1 | $41 | Sell |
4
-6
| -60% | -$62 | ﹤0.01% | 1903 |
|
|
2024
Q4 | $111 | Hold |
10
| – | – | ﹤0.01% | 1881 |
|
|
2024
Q3 | $104 | Hold |
10
| – | – | ﹤0.01% | 1904 |
|
|
2024
Q2 | $110 | Hold |
10
| – | – | ﹤0.01% | 1925 |
|
|
2024
Q1 | $95 | Sell |
10
-6
| -38% | -$57 | ﹤0.01% | 1954 |
|
|
2023
Q4 | $177 | Buy |
16
+6
| +60% | +$66 | ﹤0.01% | 1913 |
|
|
2023
Q3 | $101 | Buy |
10
+4
| +67% | +$40 | ﹤0.01% | 1903 |
|
|
2023
Q2 | $72 | Buy |
+6
| New | +$72 | ﹤0.01% | 1938 |
|