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Summit Financial Strategies’s EverCommerce EVCM Stock Holding History

Summit Financial Strategies’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,226
Closed -$91K – 126
2022
Q4 		$91K Hold
12,226
– – 0.02% 119
2022
Q3 		$134K Hold
12,226
– – 0.03% 114
2022
Q2 		$111K Hold
12,226
– – 0.03% 115
2022
Q1 		$161K Buy
+12,226
New +$161K 0.03% 118