Nisa Investment Advisors’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.5K | Buy |
904
+291
| +47% | +$8.27K | ﹤0.01% | 1920 |
|
|
2025
Q4 | $17.8K | Sell |
613
-471
| -43% | -$14K | ﹤0.01% | 1983 |
|
|
2025
Q3 | $36.6K | Buy |
1,084
+250
| +30% | +$8.72K | ﹤0.01% | 1722 |
|
|
2025
Q2 | $30.1K | Sell |
834
-17
| -2% | -$603 | ﹤0.01% | 1750 |
|
|
2025
Q1 | $31.3K | Buy |
851
+53
| +7% | +$1.83K | ﹤0.01% | 1732 |
|
|
2024
Q4 | $27.6K | Buy |
798
+92
| +13% | +$3.16K | ﹤0.01% | 1838 |
|
|
2024
Q3 | $23.9K | Sell |
706
-32
| -4% | -$1.07K | ﹤0.01% | 1855 |
|
|
2024
Q2 | $24.5K | Sell |
738
-371
| -33% | -$13.4K | ﹤0.01% | 1874 |
|
|
2024
Q1 | $44.2K | Buy |
1,109
+478
| +76% | +$18.9K | ﹤0.01% | 1688 |
|
|
2023
Q4 | $25.8K | Sell |
631
-300
| -32% | -$11K | ﹤0.01% | 1804 |
|
|
2023
Q3 | $34.6K | Hold |
931
| – | – | ﹤0.01% | 1838 |
|
|
2023
Q2 | $34.3K | Buy |
931
+90
| +11% | +$3.12K | ﹤0.01% | 1880 |
|
|
2023
Q1 | $28K | Sell |
841
-1,650
| -66% | -$58K | ﹤0.01% | 1900 |
|
|
2022
Q4 | $81K | Hold |
2,491
| – | – | ﹤0.01% | 1627 |
|
|
2022
Q3 | $89K | Buy |
2,491
+41
| +2% | +$1.44K | ﹤0.01% | 1540 |
|
|
2022
Q2 | $90K | Buy |
2,450
+580
| +31% | +$22.2K | ﹤0.01% | 1540 |
|
|
2022
Q1 | $77K | Sell |
1,870
-90
| -5% | -$3.85K | ﹤0.01% | 1717 |
|
|
2021
Q4 | $86K | Hold |
1,960
| – | – | ﹤0.01% | 1573 |
|
|
2021
Q3 | $90 | Hold |
1,960
| – | – | ﹤0.01% | 1750 |
|
|
2021
Q2 | $86 | Buy |
1,960
+310
| +19% | +$13.1K | ﹤0.01% | 1766 |
|
|
2021
Q1 | $61 | Hold |
1,650
| – | – | ﹤0.01% | 1938 |
|
|
2020
Q4 | $65K | Buy |
1,650
+200
| +14% | +$7.43K | ﹤0.01% | 1906 |
|
|
2020
Q3 | $50K | Buy |
+1,450
| New | +$46.6K | ﹤0.01% | 1807 |
|
|
2020
Q2 | – | Sell |
-580
| Closed | -$13K | – | 2074 |
|
|
2020
Q1 | $13K | Sell |
580
-500
| -46% | -$15.3K | ﹤0.01% | 1804 |
|
|
2019
Q4 | $37K | Buy |
1,080
+500
| +86% | +$15.8K | ﹤0.01% | 1581 |
|
|
2019
Q3 | $18K | Buy |
580
+380
| +190% | +$12.7K | ﹤0.01% | 1652 |
|
|
2019
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 1835 |
|
|
2019
Q1 | $6K | Buy |
+200
| New | +$5.66K | ﹤0.01% | 1872 |
|
Other funds holding EVTC
VPM
VCM