Carolinas Wealth Consulting’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12
| Closed | -$481 | – | 1078 |
|
|
2023
Q4 | $481 | Hold |
12
| – | – | ﹤0.01% | 925 |
|
|
2023
Q3 | $373 | Sell |
12
-399
| -97% | -$12.4K | ﹤0.01% | 963 |
|
|
2023
Q2 | $15.1K | Hold |
411
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $13.9K | Buy |
411
+4
| +1% | +$135 | ﹤0.01% | 553 |
|
|
2022
Q4 | $13.2K | Buy |
407
+14
| +4% | +$453 | ﹤0.01% | 570 |
|
|
2022
Q3 | $12K | Hold |
393
| – | – | ﹤0.01% | 533 |
|
|
2022
Q2 | $14K | Hold |
393
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $16K | Buy |
393
+112
| +40% | +$4.56K | ﹤0.01% | 527 |
|
|
2021
Q4 | $14K | Hold |
281
| – | – | ﹤0.01% | 563 |
|
|
2021
Q3 | $13K | Hold |
281
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $12K | Hold |
281
| – | – | ﹤0.01% | 585 |
|
|
2021
Q1 | $10K | Hold |
281
| – | – | ﹤0.01% | 615 |
|
|
2020
Q4 | $11K | Buy |
281
+97
| +53% | +$3.8K | ﹤0.01% | 565 |
|
|
2020
Q3 | $6K | Buy |
+184
| New | +$6K | ﹤0.01% | 537 |
|