IWA
Intercontinental Wealth Advisors’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.4M | Buy |
38,089
+193
| +0.5% | +$7.11K | 0.33% | 59 |
|
|
2023
Q1 | $1.28M | Buy |
37,896
+45
| +0.1% | +$1.52K | 0.33% | 64 |
|
|
2022
Q4 | $1.23M | Sell |
37,851
-1,874
| -5% | -$60.7K | 0.36% | 55 |
|
|
2022
Q3 | $1.25M | Buy |
39,725
+715
| +2% | +$22.4K | 0.39% | 54 |
|
|
2022
Q2 | $1.44M | Buy |
39,010
+88
| +0.2% | +$3.25K | 0.39% | 47 |
|
|
2022
Q1 | $1.59M | Buy |
38,922
+10,027
| +35% | +$410K | 0.36% | 49 |
|
|
2021
Q4 | $1.44M | Sell |
28,895
-263
| -0.9% | -$13.1K | 0.3% | 56 |
|
|
2021
Q3 | $1.33M | Sell |
29,158
-1,942
| -6% | -$88.8K | 0.31% | 57 |
|
|
2021
Q2 | $1.36M | Buy |
31,100
+395
| +1% | +$17.2K | 0.27% | 66 |
|
|
2021
Q1 | $1.14M | Buy |
30,705
+534
| +2% | +$19.9K | 0.25% | 82 |
|
|
2020
Q4 | $1.19M | Buy |
30,171
+11,050
| +58% | +$434K | 0.29% | 70 |
|
|
2020
Q3 | $664K | Buy |
+19,121
| New | +$664K | 0.19% | 96 |
|