Lido Advisors’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
+8,383
| New | +$302K | ﹤0.01% | 1205 |
|
|
2023
Q4 | – | Sell |
-7,576
| Closed | -$282K | – | 1181 |
|
|
2023
Q3 | $282K | Buy |
+7,576
| New | +$282K | ﹤0.01% | 846 |
|
|
2022
Q3 | – | Sell |
-8,540
| Closed | -$314K | – | 859 |
|
|
2022
Q2 | $314K | Buy |
+8,540
| New | +$314K | ﹤0.01% | 634 |
|
|
2022
Q1 | – | Sell |
-7,556
| Closed | -$377K | – | 905 |
|
|
2021
Q4 | $377K | Buy |
7,556
+2,786
| +58% | +$139K | ﹤0.01% | 619 |
|
|
2021
Q3 | $218K | Buy |
+4,770
| New | +$218K | ﹤0.01% | 777 |
|