Petrus Trust Company’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
-21,212
Closed -$200K 634
2024
Q1
$200K Buy
21,212
+1,898
+10% +$17.9K 0.02% 580
2023
Q4
$213K Buy
+19,314
New +$213K 0.02% 547