EverSource Wealth Advisors’s Evertec EVTC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72K Buy
1,996
+1,926
+2,751% +$69.4K ﹤0.01% 1379
2025
Q1
$2.57K Sell
70
-15
-18% -$552 ﹤0.01% 2808
2024
Q4
$2.94K Buy
85
+55
+183% +$1.9K ﹤0.01% 2567
2024
Q3
$1.02K Hold
30
﹤0.01% 2726
2024
Q2
$1.03K Sell
30
-8
-21% -$276 ﹤0.01% 2736
2024
Q1
$1.43K Buy
38
+10
+36% +$375 ﹤0.01% 2473
2023
Q4
$1.15K Hold
28
﹤0.01% 2355
2023
Q3
$1.04K Hold
28
﹤0.01% 2191
2023
Q2
$1.03K Hold
28
﹤0.01% 2212
2023
Q1
$945 Hold
28
﹤0.01% 2125
2022
Q4
$907 Sell
28
-90
-76% -$2.92K ﹤0.01% 2121
2022
Q3
$4K Sell
118
-12
-9% -$407 ﹤0.01% 1427
2022
Q2
$5K Sell
130
-58
-31% -$2.23K ﹤0.01% 1254
2022
Q1
$8K Buy
+188
New +$8K ﹤0.01% 1066