Simplicity Wealth’s Evertec EVTC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,871
Closed -$594K 713
2024
Q2
$594K Sell
17,871
-2,718
-13% -$90.4K 0.01% 689
2024
Q1
$822K Buy
+20,589
New +$822K 0.02% 575