Advisory Research’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 |
-60,369
| Closed | -$1.63M | – | 321 |
|
|
2023
Q4 | $1.63M | Buy |
60,369
+21,570
| +56% | +$581K | 0.25% | 106 |
|
|
2023
Q3 | $896K | Sell |
38,799
-45,399
| -54% | -$1.05M | 0.12% | 207 |
|
|
2023
Q2 | $1.64M | Buy |
84,198
+52,207
| +163% | +$1.02M | 0.21% | 139 |
|
|
2023
Q1 | $662K | Buy |
+31,991
| New | +$662K | 0.11% | 217 |
|