Steward Partners Investment Advisory’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49K | Hold |
69
| – | – | ﹤0.01% | 3692 |
|
|
2025
Q1 | $2.54K | Hold |
69
| – | – | ﹤0.01% | 3591 |
|
|
2024
Q4 | $2.38K | Buy |
+69
| New | +$2.38K | ﹤0.01% | 3594 |
|
|
2024
Q3 | – | Sell |
-49
| Closed | -$1.63K | – | 3776 |
|
|
2024
Q2 | $1.63K | Sell |
49
-58
| -54% | -$1.93K | ﹤0.01% | 3320 |
|
|
2024
Q1 | $4.27K | Buy |
+107
| New | +$4.27K | ﹤0.01% | 3088 |
|
|
2022
Q4 | – | Sell |
-133
| Closed | -$4K | – | 3396 |
|
|
2022
Q3 | $4K | Hold |
133
| – | – | ﹤0.01% | 2841 |
|
|
2022
Q2 | $5K | Sell |
133
-377
| -74% | -$14.2K | ﹤0.01% | 2763 |
|
|
2022
Q1 | $21K | Buy |
+510
| New | +$21K | ﹤0.01% | 2331 |
|