Venturi Wealth Management’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-119
| Closed | -$4.11K | – | 969 |
|
|
2024
Q4 | $4.11K | Hold |
119
| – | – | ﹤0.01% | 1749 |
|
|
2024
Q3 | $4.03K | Sell |
119
-2,082
| -95% | -$70.6K | ﹤0.01% | 1539 |
|
|
2024
Q2 | $73.2K | Buy |
2,201
+2,056
| +1,418% | +$68.4K | ﹤0.01% | 568 |
|
|
2024
Q1 | $5.79K | Hold |
145
| – | – | ﹤0.01% | 1059 |
|
|
2023
Q4 | $5.94K | Hold |
145
| – | – | ﹤0.01% | 996 |
|
|
2023
Q3 | $5.39K | Hold |
145
| – | – | ﹤0.01% | 955 |
|
|
2023
Q2 | $5.34K | Sell |
145
-33
| -19% | -$1.22K | ﹤0.01% | 742 |
|
|
2023
Q1 | $6.01K | Buy |
+178
| New | +$6.01K | ﹤0.01% | 794 |
|