JFS Wealth Advisors’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37 | Sell |
1
-20
| -95% | -$740 | ﹤0.01% | 1842 |
|
|
2025
Q1 | $773 | Hold |
21
| – | – | ﹤0.01% | 1696 |
|
|
2024
Q4 | $726 | Hold |
21
| – | – | ﹤0.01% | 1731 |
|
|
2024
Q3 | $712 | Sell |
21
-2
| -9% | -$68 | ﹤0.01% | 1751 |
|
|
2024
Q2 | $765 | Hold |
23
| – | – | ﹤0.01% | 1726 |
|
|
2024
Q1 | $918 | Hold |
23
| – | – | ﹤0.01% | 1680 |
|
|
2023
Q4 | $942 | Sell |
23
-13
| -36% | -$532 | ﹤0.01% | 1669 |
|
|
2023
Q3 | $1.34K | Hold |
36
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q2 | $1.33K | Sell |
36
-9
| -20% | -$331 | ﹤0.01% | 1515 |
|
|
2023
Q1 | $1.52K | Buy |
45
+10
| +29% | +$338 | ﹤0.01% | 1460 |
|
|
2022
Q4 | $1.13K | Buy |
35
+17
| +94% | +$550 | ﹤0.01% | 1568 |
|
|
2022
Q3 | $1K | Sell |
18
-41
| -69% | -$2.28K | ﹤0.01% | 1541 |
|
|
2022
Q2 | $2K | Buy |
59
+36
| +157% | +$1.22K | ﹤0.01% | 1312 |
|
|
2022
Q1 | $1K | Buy |
23
+6
| +35% | +$261 | ﹤0.01% | 1628 |
|
|
2021
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1338 |
|