TAIM
TD Ameritrade Investment Management’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,222
| Closed | -$82K | – | 152 |
|
|
2023
Q2 | $82K | Sell |
2,222
-144
| -6% | -$5.31K | ﹤0.01% | 228 |
|
|
2023
Q1 | $80K | Sell |
2,366
-594
| -20% | -$20.1K | ﹤0.01% | 236 |
|
|
2022
Q4 | $96K | Sell |
2,960
-849
| -22% | -$27.5K | ﹤0.01% | 238 |
|
|
2022
Q3 | $119K | Sell |
3,809
-404
| -10% | -$12.6K | ﹤0.01% | 236 |
|
|
2022
Q2 | $155K | Sell |
4,213
-669
| -14% | -$24.6K | ﹤0.01% | 236 |
|
|
2022
Q1 | $200K | Sell |
4,882
-329
| -6% | -$13.5K | ﹤0.01% | 241 |
|
|
2021
Q4 | $260K | Buy |
+5,211
| New | +$260K | ﹤0.01% | 226 |
|