Raymond James Financial Services Advisors’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $591K | Buy |
57,000
+2,000
| +4% | +$20.7K | ﹤0.01% | 2498 |
|
|
2024
Q2 | $604K | Buy |
55,000
+3,000
| +6% | +$32.9K | ﹤0.01% | 2394 |
|
|
2024
Q1 | $490K | Buy |
52,000
+29,000
| +126% | +$273K | ﹤0.01% | 2527 |
|
|
2023
Q4 | $254K | Buy |
23,000
+1,500
| +7% | +$16.5K | ﹤0.01% | 2837 |
|
|
2023
Q3 | $216K | Hold |
21,500
| – | – | ﹤0.01% | 2879 |
|
|
2023
Q2 | $255K | Hold |
21,500
| – | – | ﹤0.01% | 2766 |
|
|
2023
Q1 | $227K | Hold |
21,500
| – | – | ﹤0.01% | 2819 |
|
|
2022
Q4 | $160K | Buy |
21,500
+500
| +2% | +$3.72K | ﹤0.01% | 2915 |
|
|
2022
Q3 | $230K | Hold |
21,000
| – | – | ﹤0.01% | 2749 |
|
|
2022
Q2 | $190K | Buy |
21,000
+1,500
| +8% | +$13.6K | ﹤0.01% | 2871 |
|
|
2022
Q1 | $257K | Buy |
19,500
+3,000
| +18% | +$39.5K | ﹤0.01% | 2821 |
|
|
2021
Q4 | $260K | Buy |
+16,500
| New | +$260K | ﹤0.01% | 2802 |
|