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Institute for Wealth Management’s Evertec EVTC Stock Holding History

Institute for Wealth Management’s Portfolio EVTC Stock Details EVTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$237K Hold
6,576
– – 0.03% 499
2025
Q1 		$242K Hold
6,576
– – 0.03% 466
2024
Q4 		$227K Hold
6,576
– – 0.03% 461
2024
Q3 		$223K Buy
+6,576
New +$223K 0.03% 495