HWAM
Hennion & Walsh Asset Management’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,917
| Closed | -$236K | – | 863 |
|
|
2024
Q1 | $236K | Sell |
5,917
-96
| -2% | -$3.83K | 0.01% | 757 |
|
|
2023
Q4 | $246K | Buy |
6,013
+22
| +0.4% | +$901 | 0.01% | 732 |
|
|
2023
Q3 | $223K | Buy |
+5,991
| New | +$223K | 0.01% | 726 |
|
|
2022
Q1 | – | Sell |
-4,761
| Closed | -$238K | – | 784 |
|
|
2021
Q4 | $238K | Sell |
4,761
-2
| -0% | -$100 | 0.01% | 688 |
|
|
2021
Q3 | $218K | Sell |
4,763
-716
| -13% | -$32.8K | 0.01% | 692 |
|
|
2021
Q2 | $239K | Buy |
+5,479
| New | +$239K | 0.01% | 677 |
|