IFP Advisors’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
8,034
+1,541
| +24% | +$56.4K | 0.01% | 1070 |
|
|
2025
Q1 | $239K | Buy |
+6,493
| New | +$239K | 0.01% | 1091 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3644 |
|
|
2023
Q1 | – | Sell |
-156
| Closed | -$21K | – | 3719 |
|
|
2022
Q4 | $21K | Buy |
156
+142
| +1,014% | +$19.1K | ﹤0.01% | 2844 |
|
|
2022
Q3 | $14K | Buy |
14
+1
| +8% | +$1K | ﹤0.01% | 3383 |
|
|
2022
Q2 | $14K | Hold |
13
| – | – | ﹤0.01% | 3138 |
|
|
2022
Q1 | $14K | Buy |
+13
| New | +$14K | ﹤0.01% | 3138 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3716 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3455 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3368 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3262 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3131 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3011 |
|
|
2020
Q1 | – | Sell |
-476
| Closed | -$5K | – | 3001 |
|
|
2019
Q4 | $5K | Buy |
476
+286
| +151% | +$3K | ﹤0.01% | 2158 |
|
|
2019
Q3 | $0 | Buy |
+190
| New | – | ﹤0.01% | 3235 |
|
|
2018
Q3 | – | Sell |
-266
| Closed | -$6K | – | 3833 |
|
|
2018
Q2 | $6K | Sell |
266
-5,484
| -95% | -$124K | ﹤0.01% | 3110 |
|
|
2018
Q1 | $78K | Hold |
5,750
| – | – | ﹤0.01% | 1529 |
|
|
2017
Q4 | $78K | Sell |
5,750
-723
| -11% | -$9.81K | ﹤0.01% | 1526 |
|
|
2017
Q3 | $103K | Buy |
6,473
+253
| +4% | +$4.03K | ﹤0.01% | 1528 |
|
|
2017
Q2 | $108K | Buy |
+6,220
| New | +$108K | ﹤0.01% | 1481 |
|