Occudo Quantitative Strategies’s EverCommerce EVCM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
+28,724
| New | +$302K | 0.03% | 463 |
|
|
2025
Q1 | – | Sell |
-12,953
| Closed | -$143K | – | 725 |
|
|
2024
Q4 | $143K | Buy |
+12,953
| New | +$143K | 0.03% | 609 |
|
|
2024
Q1 | – | Sell |
-13,008
| Closed | -$143K | – | 818 |
|
|
2023
Q4 | $143K | Buy |
13,008
+2,410
| +23% | +$26.6K | 0.02% | 684 |
|
|
2023
Q3 | $106K | Buy |
+10,598
| New | +$106K | 0.01% | 872 |
|
|
2022
Q3 | – | Sell |
-21,014
| Closed | -$190K | – | 1255 |
|
|
2022
Q2 | $190K | Sell |
21,014
-142
| -0.7% | -$1.28K | 0.02% | 922 |
|
|
2022
Q1 | $279K | Buy |
+21,156
| New | +$279K | 0.02% | 841 |
|