Plante Moran Financial Advisors’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-95
| Closed | -$4K | – | 919 |
|
|
2022
Q2 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 732 |
|
|
2021
Q2 | – | Sell |
-75
| Closed | -$3K | – | 988 |
|
|
2021
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 855 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 781 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 760 |
|