AWM
Avior Wealth Management’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Sell |
25,151
-88
| -0.3% | -$3.17K | 0.03% | 310 |
|
|
2025
Q1 | $928K | Hold |
25,239
| – | – | 0.04% | 281 |
|
|
2024
Q4 | $872K | Sell |
25,239
-2,073
| -8% | -$71.6K | 0.03% | 309 |
|
|
2024
Q3 | $926K | Buy |
27,312
+113
| +0.4% | +$3.83K | 0.04% | 303 |
|
|
2024
Q2 | $904K | Buy |
27,199
+8,115
| +43% | +$270K | 0.04% | 292 |
|
|
2024
Q1 | $761K | Sell |
19,084
-8,001
| -30% | -$319K | 0.04% | 347 |
|
|
2023
Q4 | $1.11M | Hold |
27,085
| – | – | 0.07% | 192 |
|
|
2023
Q3 | $1.01M | Hold |
27,085
| – | – | 0.07% | 187 |
|
|
2023
Q2 | $998K | Sell |
27,085
-2,994
| -10% | -$110K | 0.06% | 202 |
|
|
2023
Q1 | $1.02M | Hold |
30,079
| – | – | 0.07% | 202 |
|
|
2022
Q4 | $974K | Hold |
30,079
| – | – | 0.07% | 192 |
|
|
2022
Q3 | $942K | Buy |
30,079
+3,484
| +13% | +$109K | 0.08% | 175 |
|
|
2022
Q2 | $980K | Hold |
26,595
| – | – | 0.1% | 148 |
|
|
2022
Q1 | $1.09M | Buy |
26,595
+3,069
| +13% | +$126K | 0.09% | 154 |
|
|
2021
Q4 | $1.18M | Hold |
23,526
| – | – | 0.1% | 165 |
|
|
2021
Q3 | $1.08M | Hold |
23,526
| – | – | 0.09% | 173 |
|
|
2021
Q2 | $1.03M | Sell |
23,526
-3,376
| -13% | -$147K | 0.1% | 175 |
|
|
2021
Q1 | $1M | Hold |
26,902
| – | – | 0.11% | 172 |
|
|
2020
Q4 | $1.06M | Buy |
26,902
+9,764
| +57% | +$384K | 0.13% | 148 |
|
|
2020
Q3 | $594K | Buy |
+17,138
| New | +$594K | 0.08% | 205 |
|