Wealthspire Advisors (Maryland)’s Evertec EVTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-173
| Closed | -$5K | – | 961 |
|
|
2019
Q1 | $5K | Hold |
173
| – | – | ﹤0.01% | 1818 |
|
|
2018
Q4 | $5K | Buy |
173
+11
| +7% | +$318 | ﹤0.01% | 1717 |
|
|
2018
Q3 | $4K | Buy |
162
+49
| +43% | +$1.21K | ﹤0.01% | 1891 |
|
|
2018
Q2 | $2K | Buy |
113
+95
| +528% | +$1.68K | ﹤0.01% | 2140 |
|
|
2018
Q1 | $0 | Buy |
+18
| New | – | ﹤0.01% | 2531 |
|