Paragon Private Wealth Management’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $413K | Hold |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $399K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $473K | Hold |
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|
2022
Q1 | $485K | Hold |
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|
2021
Q4 | $641K | Buy |
|