Meritage Portfolio Management’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,245
| Closed | -$583K | – | 347 |
|
|
2023
Q4 | $583K | Buy |
14,245
+744
| +6% | +$30.4K | 0.04% | 238 |
|
|
2023
Q3 | $502K | Buy |
13,501
+691
| +5% | +$25.7K | 0.04% | 238 |
|
|
2023
Q2 | $472K | Buy |
12,810
+3,817
| +42% | +$141K | 0.03% | 248 |
|
|
2023
Q1 | $304K | Buy |
8,993
+378
| +4% | +$12.8K | 0.02% | 257 |
|
|
2022
Q4 | $279K | Buy |
8,615
+210
| +2% | +$6.8K | 0.02% | 260 |
|
|
2022
Q3 | $263K | Buy |
8,405
+681
| +9% | +$21.3K | 0.02% | 262 |
|
|
2022
Q2 | $285K | Sell |
7,724
-576
| -7% | -$21.3K | 0.02% | 252 |
|
|
2022
Q1 | $340K | Buy |
8,300
+844
| +11% | +$34.6K | 0.02% | 252 |
|
|
2021
Q4 | $373K | Buy |
7,456
+625
| +9% | +$31.3K | 0.02% | 238 |
|
|
2021
Q3 | $312K | Buy |
+6,831
| New | +$312K | 0.02% | 241 |
|