Allworth Financial’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59K | Sell |
45
-32
| -42% | -$1.13K | ﹤0.01% | 3795 |
|
|
2025
Q1 | $3.05K | Buy |
77
+31
| +67% | +$1.23K | ﹤0.01% | 3026 |
|
|
2024
Q4 | $2.61K | Buy |
46
+10
| +28% | +$566 | ﹤0.01% | 3049 |
|
|
2024
Q3 | $1.39K | Sell |
36
-18
| -33% | -$694 | ﹤0.01% | 3102 |
|
|
2024
Q2 | $2.05K | Buy |
54
+49
| +980% | +$1.86K | ﹤0.01% | 2911 |
|
|
2024
Q1 | $159 | Hold |
5
| – | – | ﹤0.01% | 3469 |
|
|
2023
Q4 | $135 | Hold |
5
| – | – | ﹤0.01% | 3330 |
|
|
2023
Q3 | $116 | Buy |
+5
| New | +$116 | ﹤0.01% | 3328 |
|