Osaic Holdings’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24K | Buy |
+310
| New | +$3.24K | ﹤0.01% | 6334 |
|
|
2025
Q1 | – | Sell |
-480
| Closed | -$5.29K | – | 7327 |
|
|
2024
Q4 | $5.29K | Buy |
480
+292
| +155% | +$3.22K | ﹤0.01% | 6063 |
|
|
2024
Q3 | $1.95K | Sell |
188
-28
| -13% | -$290 | ﹤0.01% | 6452 |
|
|
2024
Q2 | $2.37K | Buy |
+216
| New | +$2.37K | ﹤0.01% | 6374 |
|
|
2024
Q1 | – | Sell |
-50
| Closed | -$550 | – | 7041 |
|
|
2023
Q4 | $550 | Sell |
50
-50
| -50% | -$550 | ﹤0.01% | 6729 |
|
|
2023
Q3 | $1K | Buy |
100
+50
| +100% | +$501 | ﹤0.01% | 6669 |
|
|
2023
Q2 | $591 | Sell |
50
-116
| -70% | -$1.37K | ﹤0.01% | 6864 |
|
|
2023
Q1 | $1.76K | Hold |
166
| – | – | ﹤0.01% | 6661 |
|
|
2022
Q4 | $1K | Hold |
166
| – | – | ﹤0.01% | 6798 |
|
|
2022
Q3 | $2K | Sell |
166
-20,775
| -99% | -$250K | ﹤0.01% | 6685 |
|
|
2022
Q2 | $189K | Buy |
+20,941
| New | +$189K | ﹤0.01% | 3851 |
|