IFP Advisors’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202K | Sell |
7,171
-739
| -9% | -$21K | ﹤0.01% | 1399 |
|
|
2025
Q4 | $230K | Sell |
7,910
-314
| -4% | -$9.33K | 0.01% | 1296 |
|
|
2025
Q3 | $278K | Buy |
8,224
+190
| +2% | +$6.63K | 0.01% | 1130 |
|
|
2025
Q2 | $294K | Buy |
8,034
+1,541
| +24% | +$54.6K | 0.01% | 1070 |
|
|
2025
Q1 | $239K | Buy |
+6,493
| New | +$224K | 0.01% | 1091 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3644 |
|
|
2023
Q1 | – | Sell |
-156
| Closed | -$21K | – | 3719 |
|
|
2022
Q4 | $21K | Buy |
156
+142
| +1,014% | +$4.67K | ﹤0.01% | 2844 |
|
|
2022
Q3 | $14K | Buy |
14
+1
| +8% | +$35 | ﹤0.01% | 3382 |
|
|
2022
Q2 | $14K | Hold |
13
| – | – | ﹤0.01% | 3137 |
|
|
2022
Q1 | $14K | Buy |
+13
| New | +$557 | ﹤0.01% | 3137 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3784 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3500 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3423 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3302 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3172 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3050 |
|
|
2020
Q1 | – | Sell |
-476
| Closed | -$14.6K | – | 3057 |
|
|
2019
Q4 | $5K | Buy |
476
+286
| +151% | +$9.06K | ﹤0.01% | 2166 |
|
|
2019
Q3 | $0 | Buy |
+190
| New | +$6.37K | ﹤0.01% | 3262 |
|
|
2018
Q3 | – | Sell |
-266
| Closed | -$6K | – | 3884 |
|
|
2018
Q2 | $6K | Sell |
266
-5,484
| -95% | -$112K | ﹤0.01% | 3156 |
|
|
2018
Q1 | $78K | Hold |
5,750
| – | – | ﹤0.01% | 1529 |
|
|
2017
Q4 | $78K | Sell |
5,750
-723
| -11% | -$10.2K | ﹤0.01% | 1542 |
|
|
2017
Q3 | $103K | Buy |
6,473
+253
| +4% | +$4.53K | ﹤0.01% | 1536 |
|
|
2017
Q2 | $108K | Buy |
+6,220
| New | +$102K | ﹤0.01% | 1489 |
|
Other funds holding EVTC
VPM
VCM
