Creative Planning’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
51,497
+6,646
| +15% | +$240K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $1.65M | Buy |
44,851
+56
| +0.1% | +$2.06K | ﹤0.01% | 1327 |
|
|
2024
Q4 | $1.55M | Buy |
44,795
+214
| +0.5% | +$7.39K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $1.51M | Buy |
+44,581
| New | +$1.51M | ﹤0.01% | 1235 |
|
|
2021
Q4 | – | Sell |
-28,412
| Closed | -$1.3M | – | 2109 |
|
|
2021
Q3 | $1.3M | Buy |
+28,412
| New | +$1.3M | ﹤0.01% | 833 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$2K | – | 4246 |
|
|
2015
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3924 |
|