JFS Wealth Advisors’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34 | Hold |
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|
2025
Q2 | $37 | Sell |
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|
2025
Q1 | $773 | Hold |
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|
2024
Q4 | $726 | Hold |
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|
2024
Q3 | $712 | Sell |
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|
2024
Q2 | $765 | Hold |
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|
2024
Q1 | $918 | Hold |
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|
2023
Q4 | $942 | Sell |
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|
2023
Q3 | $1.34K | Hold |
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|
2023
Q2 | $1.33K | Sell |
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|
2023
Q1 | $1.52K | Buy |
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|
2022
Q4 | $1.13K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $1K | Buy |
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