Carson Wealth (CWM LLC)’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64K | Sell |
1,762
-282
| -14% | -$10.2K | ﹤0.01% | 3080 |
|
|
2025
Q1 | $75K | Sell |
2,044
-171
| -8% | -$6.27K | ﹤0.01% | 2655 |
|
|
2024
Q4 | $76K | Buy |
2,215
+1,123
| +103% | +$38.5K | ﹤0.01% | 2469 |
|
|
2024
Q3 | $37K | Buy |
1,092
+502
| +85% | +$17K | ﹤0.01% | 2926 |
|
|
2024
Q2 | $20K | Buy |
590
+253
| +75% | +$8.58K | ﹤0.01% | 3107 |
|
|
2024
Q1 | $13K | Sell |
337
-64
| -16% | -$2.47K | ﹤0.01% | 3174 |
|
|
2023
Q4 | $16K | Sell |
401
-57
| -12% | -$2.27K | ﹤0.01% | 2899 |
|
|
2023
Q3 | $17K | Sell |
458
-3
| -0.7% | -$111 | ﹤0.01% | 2783 |
|
|
2023
Q2 | $17K | Sell |
461
-21
| -4% | -$774 | ﹤0.01% | 2739 |
|
|
2023
Q1 | $16K | Buy |
482
+107
| +29% | +$3.55K | ﹤0.01% | 2641 |
|
|
2022
Q4 | $12K | Sell |
375
-535
| -59% | -$17.1K | ﹤0.01% | 2687 |
|
|
2022
Q3 | $29K | Buy |
910
+664
| +270% | +$21.2K | ﹤0.01% | 1976 |
|
|
2022
Q2 | $9K | Buy |
246
+77
| +46% | +$2.82K | ﹤0.01% | 2626 |
|
|
2022
Q1 | $7K | Buy |
169
+122
| +260% | +$5.05K | ﹤0.01% | 2670 |
|
|
2021
Q4 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 3101 |
|