True Wealth Design’s EverCommerce EVCM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158 Buy
15
+3
+25% +$32 ﹤0.01% 2132
2025
Q1
$121 Buy
+12
New +$121 ﹤0.01% 2132