Equitable Trust’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
9,155
+295
| +3% | +$10.6K | 0.02% | 366 |
|
|
2025
Q1 | $326K | Sell |
8,860
-1,029
| -10% | -$37.8K | 0.02% | 392 |
|
|
2024
Q4 | $341K | Hold |
9,889
| – | – | 0.02% | 394 |
|
|
2024
Q3 | $335K | Sell |
9,889
-1,067
| -10% | -$36.2K | 0.02% | 376 |
|
|
2024
Q2 | $364K | Hold |
10,956
| – | – | 0.03% | 353 |
|
|
2024
Q1 | $437K | Hold |
10,956
| – | – | 0.03% | 319 |
|
|
2023
Q4 | $449K | Buy |
10,956
+731
| +7% | +$29.9K | 0.03% | 293 |
|
|
2023
Q3 | $380K | Buy |
10,225
+824
| +9% | +$30.6K | 0.03% | 303 |
|
|
2023
Q2 | $346K | Hold |
9,401
| – | – | 0.03% | 318 |
|
|
2023
Q1 | $317K | Buy |
+9,401
| New | +$317K | 0.03% | 323 |
|