WA
Wealth Alliance’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
6,623
+951
| +17% | +$34.3K | 0.03% | 480 |
|
|
2025
Q1 | $209K | Buy |
+5,672
| New | +$209K | 0.03% | 489 |
|
|
2024
Q2 | – | Sell |
-6,892
| Closed | -$275K | – | 525 |
|
|
2024
Q1 | $275K | Sell |
6,892
-60
| -0.9% | -$2.39K | 0.04% | 420 |
|
|
2023
Q4 | $285K | Sell |
6,952
-228
| -3% | -$9.33K | 0.04% | 398 |
|
|
2023
Q3 | $267K | Sell |
7,180
-158
| -2% | -$5.87K | 0.04% | 382 |
|
|
2023
Q2 | $270K | Buy |
7,338
+54
| +0.7% | +$1.99K | 0.04% | 407 |
|
|
2023
Q1 | $246K | Buy |
+7,284
| New | +$246K | 0.04% | 421 |
|
|
2022
Q3 | – | Sell |
-6,700
| Closed | -$247K | – | 463 |
|
|
2022
Q2 | $247K | Buy |
6,700
+1,379
| +26% | +$50.8K | 0.05% | 379 |
|
|
2022
Q1 | $218K | Sell |
5,321
-163
| -3% | -$6.68K | 0.04% | 407 |
|
|
2021
Q4 | $274K | Sell |
5,484
-72
| -1% | -$3.6K | 0.06% | 349 |
|
|
2021
Q3 | $254K | Buy |
5,556
+141
| +3% | +$6.45K | 0.06% | 347 |
|
|
2021
Q2 | $236K | Sell |
5,415
-182
| -3% | -$7.93K | 0.06% | 379 |
|
|
2021
Q1 | $208K | Buy |
5,597
+333
| +6% | +$12.4K | 0.06% | 367 |
|
|
2020
Q4 | $207K | Buy |
+5,264
| New | +$207K | 0.06% | 361 |
|