Howe & Rusling’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25
| Closed | -$1K | – | 559 |
|
|
2022
Q3 | $1K | Sell |
25
-5
| -17% | -$200 | ﹤0.01% | 956 |
|
|
2022
Q2 | $1K | Sell |
30
-7
| -19% | -$233 | ﹤0.01% | 945 |
|
|
2022
Q1 | $2K | Sell |
37
-12
| -24% | -$649 | ﹤0.01% | 849 |
|
|
2021
Q4 | $2K | Sell |
49
-11
| -18% | -$449 | ﹤0.01% | 852 |
|
|
2021
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 771 |
|
|
2021
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $2K | Buy |
60
+7
| +13% | +$233 | ﹤0.01% | 786 |
|
|
2020
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 789 |
|
|
2020
Q3 | $2K | Buy |
53
+8
| +18% | +$302 | ﹤0.01% | 702 |
|
|
2020
Q2 | $1K | Buy |
45
+12
| +36% | +$267 | ﹤0.01% | 736 |
|
|
2020
Q1 | $1K | Buy |
33
+3
| +10% | +$91 | ﹤0.01% | 695 |
|
|
2019
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 737 |
|