TD Private Client Wealth’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.1K | Buy |
2,139
+284
| +15% | +$10.2K | ﹤0.01% | 775 |
|
|
2025
Q1 | $68.2K | Buy |
1,855
+300
| +19% | +$11K | ﹤0.01% | 762 |
|
|
2024
Q4 | $53.7K | Sell |
1,555
-17
| -1% | -$587 | ﹤0.01% | 807 |
|
|
2024
Q3 | $53.3K | Hold |
1,572
| – | – | ﹤0.01% | 817 |
|
|
2024
Q2 | $52.3K | Hold |
1,572
| – | – | ﹤0.01% | 795 |
|
|
2024
Q1 | $62.7K | Buy |
1,572
+594
| +61% | +$23.7K | ﹤0.01% | 768 |
|
|
2023
Q4 | $40K | Hold |
978
| – | – | ﹤0.01% | 845 |
|
|
2023
Q3 | $36.4K | Hold |
978
| – | – | ﹤0.01% | 828 |
|
|
2023
Q2 | $36K | Hold |
978
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $33K | Buy |
978
+288
| +42% | +$9.72K | ﹤0.01% | 853 |
|
|
2022
Q4 | $22.3K | Hold |
690
| – | – | ﹤0.01% | 899 |
|
|
2022
Q3 | $21.6K | Hold |
690
| – | – | ﹤0.01% | 896 |
|
|
2022
Q2 | $25.4K | Sell |
690
-226
| -25% | -$8.34K | ﹤0.01% | 871 |
|
|
2022
Q1 | $37.5K | Buy |
+916
| New | +$37.5K | ﹤0.01% | 827 |
|