Advisornet Financial’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$108 | – | 2498 |
|
|
2023
Q4 | $108 | Hold |
4
| – | – | ﹤0.01% | 2359 |
|
|
2023
Q3 | $92 | Buy |
4
+2
| +100% | +$46 | ﹤0.01% | 2217 |
|
|
2023
Q2 | $39 | Hold |
2
| – | – | ﹤0.01% | 2316 |
|
|
2023
Q1 | $41 | Buy |
2
+1
| +100% | +$21 | ﹤0.01% | 2364 |
|
|
2022
Q4 | $15 | Buy |
+1
| New | +$15 | ﹤0.01% | 2368 |
|