Corient Private Wealth’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
37,654
-1,287
| -3% | -$46.4K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $1.43M | Sell |
38,941
-952
| -2% | -$35K | ﹤0.01% | 1113 |
|
|
2024
Q4 | $1.38M | Buy |
39,893
+933
| +2% | +$32.2K | ﹤0.01% | 1160 |
|
|
2024
Q3 | $1.32M | Sell |
38,960
-956
| -2% | -$32.4K | ﹤0.01% | 1253 |
|
|
2024
Q2 | $1.33M | Sell |
39,916
-72
| -0.2% | -$2.39K | ﹤0.01% | 1208 |
|
|
2024
Q1 | $1.6M | Sell |
39,988
-474
| -1% | -$18.9K | ﹤0.01% | 1129 |
|
|
2023
Q4 | $1.66M | Sell |
40,462
-901
| -2% | -$36.9K | ﹤0.01% | 1092 |
|
|
2023
Q3 | $1.54M | Buy |
+41,363
| New | +$1.54M | ﹤0.01% | 1013 |
|