Abound Wealth Management’s Evertec EVTC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$181 Sell
5
-1
-17% -$36 ﹤0.01% 1077
2025
Q1
$221 Hold
6
﹤0.01% 951
2024
Q4
$208 Hold
6
﹤0.01% 1050
2024
Q3
$204 Sell
6
-7
-54% -$238 ﹤0.01% 1152
2024
Q2
$433 Hold
13
﹤0.01% 872
2024
Q1
$519 Hold
13
﹤0.01% 887
2023
Q4
$533 Buy
13
+3
+30% +$123 ﹤0.01% 901
2023
Q3
$372 Hold
10
﹤0.01% 919
2023
Q2
$369 Buy
+10
New +$369 ﹤0.01% 963