Wealthgate Family Office’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.05M | Hold |
294,116
| – | – | 8.49% | 3 |
|
|
2024
Q2 | $3.23M | Hold |
294,116
| – | – | 7.95% | 4 |
|
|
2024
Q1 | $2.77M | Hold |
294,116
| – | – | 7.19% | 3 |
|
|
2023
Q4 | $3.24M | Hold |
294,116
| – | – | 8.98% | 3 |
|
|
2023
Q3 | $2.95M | Hold |
294,116
| – | – | 9.17% | 2 |
|
|
2023
Q2 | $3.48M | Hold |
294,116
| – | – | 10.18% | 2 |
|
|
2023
Q1 | $3.11M | Buy |
+294,116
| New | +$3.11M | 8.95% | 3 |
|
|
2022
Q4 | – | Sell |
-294,116
| Closed | -$3.22M | – | 20 |
|
|
2022
Q3 | $3.22M | Hold |
294,116
| – | – | 8.55% | 3 |
|
|
2022
Q2 | $2.66M | Hold |
294,116
| – | – | 6.56% | 4 |
|
|
2022
Q1 | $3.88M | Hold |
294,116
| – | – | 7.79% | 4 |
|
|
2021
Q4 | $4.63M | Sell |
294,116
-29,411
| -9% | -$463K | 7.21% | 3 |
|
|
2021
Q3 | $5.34M | Buy |
+323,527
| New | +$5.34M | 8.2% | 3 |
|