SWS
SYSTM Wealth Solutions’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,754
| Closed | -$230K | – | 759 |
|
|
2024
Q1 | $230K | Sell |
5,754
-152
| -3% | -$6.07K | 0.03% | 381 |
|
|
2023
Q4 | $242K | Sell |
5,906
-1,615
| -21% | -$66.1K | 0.03% | 357 |
|
|
2023
Q3 | $280K | Sell |
7,521
-597
| -7% | -$22.2K | 0.04% | 376 |
|
|
2023
Q2 | $299K | Sell |
8,118
-5,482
| -40% | -$202K | 0.04% | 392 |
|
|
2023
Q1 | $459K | Sell |
13,600
-1,091
| -7% | -$36.8K | 0.07% | 308 |
|
|
2022
Q4 | $476K | Buy |
+14,691
| New | +$476K | 0.06% | 352 |
|