MFA
Mayflower Financial Advisors’s EverCommerce EVCM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $684K | Sell |
65,106
-37,000
| -36% | -$389K | 0.1% | 192 |
|
2025
Q1 | $1.03M | Hold |
102,106
| – | – | 0.16% | 140 |
|
2024
Q4 | $1.12M | Sell |
102,106
-43,623
| -30% | -$480K | 0.17% | 122 |
|
2024
Q3 | $1.51M | Hold |
145,729
| – | – | 0.23% | 99 |
|
2024
Q2 | $1.6M | Hold |
145,729
| – | – | 0.26% | 89 |
|
2024
Q1 | $1.37M | Hold |
145,729
| – | – | 0.23% | 99 |
|
2023
Q4 | $1.61M | Hold |
145,729
| – | – | 0.22% | 92 |
|
2023
Q3 | $1.46M | Hold |
145,729
| – | – | 0.22% | 95 |
|
2023
Q2 | $1.73M | Hold |
145,729
| – | – | 0.22% | 92 |
|
2023
Q1 | $1.54M | Sell |
145,729
-1,329
| -0.9% | -$14.1K | 0.2% | 98 |
|
2022
Q4 | $1.09M | Hold |
147,058
| – | – | 0.15% | 116 |
|
2022
Q3 | $1.61M | Hold |
147,058
| – | – | 0.26% | 76 |
|
2022
Q2 | $1.33M | Hold |
147,058
| – | – | 0.2% | 93 |
|
2022
Q1 | $1.94M | Hold |
147,058
| – | – | 0.26% | 71 |
|
2021
Q4 | $2.32M | Buy |
+147,058
| New | +$2.32M | 0.31% | 60 |
|