TCI Wealth Advisors’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-156
| Closed | -$5.27K | – | 871 |
|
|
2023
Q1 | $5.27K | Hold |
156
| – | – | ﹤0.01% | 1492 |
|
|
2022
Q4 | $5.05K | Buy |
156
+153
| +5,100% | +$4.95K | ﹤0.01% | 1520 |
|
|
2022
Q3 | $0 | Sell |
3
-137
| -98% | – | ﹤0.01% | 2341 |
|
|
2022
Q2 | $5K | Buy |
+140
| New | +$5K | ﹤0.01% | 1467 |
|
|
2022
Q1 | – | Sell |
-154
| Closed | -$8K | – | 2286 |
|
|
2021
Q4 | $8K | Buy |
154
+30
| +24% | +$1.56K | ﹤0.01% | 1321 |
|
|
2021
Q3 | $6K | Buy |
124
+34
| +38% | +$1.65K | ﹤0.01% | 1433 |
|
|
2021
Q2 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 1545 |
|
|
2020
Q3 | – | Sell |
-84
| Closed | -$2K | – | 1549 |
|
|
2020
Q2 | $2K | Buy |
84
+9
| +12% | +$214 | ﹤0.01% | 1037 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 993 |
|
|
2019
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 1065 |
|
|
2019
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 998 |
|
|
2019
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 1010 |
|
|
2018
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 976 |
|