Sutton Wealth Advisors’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-968
| Closed | -$31.3K | – | 1048 |
|
|
2022
Q4 | $31.3K | Sell |
968
-143
| -13% | -$4.63K | 0.01% | 536 |
|
|
2022
Q3 | $34.8K | Buy |
1,111
+140
| +14% | +$4.39K | 0.01% | 474 |
|
|
2022
Q2 | $35.8K | Sell |
971
-36
| -4% | -$1.33K | 0.01% | 475 |
|
|
2022
Q1 | $41.2K | Buy |
1,007
+45
| +5% | +$1.84K | 0.01% | 468 |
|
|
2021
Q4 | $48.1K | Buy |
962
+14
| +1% | +$700 | 0.02% | 425 |
|
|
2021
Q3 | $43.3K | Hold |
948
| – | – | 0.02% | 438 |
|
|
2021
Q2 | $41.4K | Hold |
948
| – | – | 0.02% | 462 |
|
|
2021
Q1 | $35.3K | Hold |
948
| – | – | 0.01% | 493 |
|
|
2020
Q4 | $37.3K | Hold |
948
| – | – | 0.02% | 437 |
|
|
2020
Q3 | $32.9K | Hold |
948
| – | – | 0.02% | 408 |
|
|
2020
Q2 | $26.6K | Hold |
948
| – | – | 0.01% | 455 |
|
|
2020
Q1 | $21.5K | Hold |
948
| – | – | 0.01% | 454 |
|
|
2019
Q4 | $32.3K | Hold |
948
| – | – | 0.02% | 432 |
|
|
2019
Q3 | $29.6K | Hold |
948
| – | – | 0.02% | 453 |
|
|
2019
Q2 | $31K | Hold |
948
| – | – | 0.02% | 442 |
|
|
2019
Q1 | $26.4K | Hold |
948
| – | – | 0.02% | 489 |
|
|
2018
Q4 | $27.2K | Buy |
+948
| New | +$27.2K | 0.02% | 427 |
|