Altshuler Shaham’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,981
| Closed | -$27K | – | 592 |
|
|
2022
Q3 | $27K | Buy |
+1,981
| New | +$27K | ﹤0.01% | 331 |
|
|
2021
Q2 | – | Sell |
-753
| Closed | -$17K | – | 737 |
|
|
2021
Q1 | $17K | Buy |
753
+141
| +23% | +$3.18K | ﹤0.01% | 367 |
|
|
2020
Q4 | $21K | Buy |
+612
| New | +$21K | ﹤0.01% | 323 |
|