Wealthgate Family Office’s EverCommerce EVCM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.05M | Hold |
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|
2024
Q2 | $3.23M | Hold |
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|
2024
Q1 | $2.77M | Hold |
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|
2023
Q4 | $3.24M | Hold |
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|
2023
Q3 | $2.95M | Hold |
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|
2023
Q2 | $3.48M | Hold |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.21M | Hold |
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|
2022
Q2 | $2.66M | Hold |
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|
2022
Q1 | $3.88M | Hold |
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|
2021
Q4 | $4.63M | Sell |
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|
2021
Q3 | $5.33M | Buy |
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